Becoming an Associate Firm with the PFS

We all know 2020 has been a rough year so far, so it has been a while since we had some good news to share with you! But today all that changes as we have a very special announcement to make…

We are proud to tell you all that Informed Financial Planning is now an associate firm of the Personal Finance Society!

What does this mean?

Becoming an Associate Firm with the Personal Finance Society (PFS) demonstrates that we have a culture that puts our clients and staff at the heart of our work. In order to become an Associate Firm, we had to show that we are a firm of integrity who always act in the interests of their clients, we are socially responsible, we invest in our people and are continually compliant with the latest regulations.

Not only that, but it also means we will be working more closely with the PFS going forward to elevate the value the financial services industry can provide.

How does it affect you?

If you are a client with us already, this should serve as further evidence that your money is in safe hands with us. We often shout about the accolades we receive or the accreditations we have received but this isn’t just to give ourselves a pat on the back. It’s because we want to prove to you that your financial wellbeing is what matters most to us at Informed Financial Planning.

And if you are not yet a client with us, hopefully this will go some way to showing you a little more about our culture and how we approach financial planning!

So, if you think that you or someone you know would benefit from receiving independent, Chartered financial advice from an Associate Firm of the PFS, give us a call on 01482 219 325 or email [email protected].

Menu