Personal finance society
Encyclopedia
The Personal Finance Society is a British
professional organisation of individual financial advisors
and those in related roles.
The Society was formed in January 2005, from the merger of the Life Insurance Association with The Society of Financial Advisors. It is part of The Chartered Insurance Institute Group.
United Kingdom
The United Kingdom of Great Britain and Northern IrelandIn the United Kingdom and Dependencies, other languages have been officially recognised as legitimate autochthonous languages under the European Charter for Regional or Minority Languages...
professional organisation of individual financial advisors
Financial adviser
A financial adviser, is a professional who renders financial services to individuals, businesses and governments. This can involve investment advice, which may include pension planning, and/or advice on life insurance and other insurances such as income protection insurance, critical illness...
and those in related roles.
The Society was formed in January 2005, from the merger of the Life Insurance Association with The Society of Financial Advisors. It is part of The Chartered Insurance Institute Group.