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The Institute of Financial Planning (IFP) is a membership and training body
focused on supporting Financial Planners and Paraplanners with their
personal and development goals as well as helping them to engage with a
community of professionals. We’re also one of the FCA’s accredited bodies
authorised to issue statements of professional standing.
IFP members benefit from an extensive programme of branch meetings,
training courses, seminars, events and networking opportunities both
face to face and online. We help members learn more about the benefits
of comprehensive Financial Planning, to structure effective and profitable
businesses, gain appropriate CPD and work towards achieving appropriate
qualifications such as the CERTIFIED FINANCIAL PLANNER
CM
certification.
94% of IFP members agreed that their membership helped to develop their
Financial Planning skills, 71% say it’s increased their job satisfaction and
65% reported improved client satisfaction (member survey 2013). Please
get in touch if you’d like to find out more.
Membership Team
0117 945 2470
Customer Services
020 8989 8464
As the leading professional body for the global financial services profession,
the Chartered Insurance Institute (CII) exists to promote higher standards
of integrity, technical competence and business capability. With over
115,000 members in more than 150 countries, the CII is the world’s largest
professional body dedicated to insurance and financial services.
Our membership covers all disciplines within the insurance industry (claims,
broking, underwriting and sales), those working in the life and pensions
sector, the mortgage advice market and financial advisers (under the
Personal Finance Society brand).
As one of the largest examination awarding bodies in the UK, we have
delivered education to over one million students in 150 countries over the
last 10 years. Success in CII qualifications is universally recognised as a global
standard. Membership of the CII signals a commitment to developing a
broad professional capability and a willingness to adhere to the standards
associated with professional status.
The Timebank is the most established outsource Paraplanning service,
providing bespoke Paraplanning support to hundreds of advisers across
the country.
Damian Davies
01432 233035
Customer Services
020 8530 0852
The Personal Finance Society (PFS) is the professional body for the financial
advisory profession in the UK. We promote the highest standards of
professionalism for technical knowledge, client service and ethical practice
accross the entire financial advice community for the ultimate benefit of the
profession and consumer alike, engendering confidence and trust in our
profession.
Our mission is to lead the financial advice community towards higher
levels of professionalism. This is exhibited through ethical and behavioural
standards, interpersonal and business skills and technical knowledge.
We support you, our members, with achieving this goal through a wide
programme of activities, including advocacy, guidance, publications and
related tools, training and educational events.
With over 34,000 members of which over 4000 are Chartered, The Personal
Finance Society represents the highest standards of professionalism within
the profession.
St. James’s Place Wealth Management is a leading UK wealth management
organisation. Founded in 1991, St. James’s Place was listed on the London
Stock Exchange in 1997 and is now a FTSE 100 company with over £52
billion funds under management.
The company provides face-to-face advice to clients based on their
individual needs and circumstances, adapting the advice as requirements
change over time to ensure that recommendations remain appropriate.
Tony Müdd
012 8587 8268
