The Personal Finance Society is the leading professional body for financial advisers, paraplanners and others who support the delivery of professional financial advice. With over 35,000 members it is uniquely placed to support consumer demands for trusted and professional financial advice by guiding the profession through qualifications, CPD and good practice guidance. The Personal Finance Society is part of the Chartered Insurance Institute (CII), the world’s leading provider of professional training, qualifications and thought leadership to the insurance and financial services profession. The CII has been at the forefront of setting professional standards for over a century and now has over 115,000 members and affiliates in 140 countries. Together the PFS and CII are focused on engendering public confidence and trust in the financial services profession by setting standards and increasing professionalism.

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Michelle Mahiques-Pearce