The Personal Investment Management & Financial Advice Association (PIMFA)

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About PIMFA

The Personal Investment Management and Financial Advice Association (PIMFA) champions a culture of financial health for all and represent and support providers of wealth management services, financial planning and advice.

About PIMFA

Whether we’re advocating for constructive regulatory and policy change through our expertise, connecting people from across the industry or providing hands-on guidance and support – we always have the interests of our members and their customers at heart. Today our sector currently looks after £1.65 trillion in private savings and investments and employs over 63,000 people.

Our Approach

The landscape of the personal wealth sector is constantly changing. Whether you’re looking to shape its future, create connections across the sector, or simply ensure you keep up with its demands – PIMFA is a specialised trade association created to deliver across all these strategic objectives. ​

​Constructive Advocacy
​Creating Connections
Supporting Practice

PIMFA’s Successes

PIMFA's Successes 2025-2026. Access now to see everything that PIMFA was up to in the 2025-2026 membership year.

Working Relationships

PIMFA is proud to have working relationships with numerous stakeholders and organisations across our sector

Find a Firm

Use our online directory to find a PIMFA member firm who can help you manage your money, buy and sell shares and access financial advice.

More about Our Industry

Read more about our Industry.

Your award-winning trade association

In the last year we are delighted to have won:

Association Excellence Awards Winner:

Best New Event by an Association

Citywealth Power Women Awards Organization of the Year – Female Leadership Winner:

Liz Field, PIMFA

ACQFIVE Global Awards - UK Gamechanger of the Year Winner:

Liz Field, PIMFA

ACQFive Gamechangers - Progress Award Winner:

PIMFA

EMG Global 100 Awards - Financial Services CEO of the Year – 2024 Winner:

Liz Field, PIMFA

ACQFIVE Global Awards - UK Trade Association of the Year, (Investment Management) Winner:

PIMFA

SME500 UK - Financial Services CEO of the Year - 2024 – Winner:

Liz Field, PIMFA


 

PIMFA Staff

PIMFA's staff cover a variety of aspects at PIMFA from expert technical guidance to membership support and much more.

PIMFA Board

PIMFA’s Board governs the workings and strategic direction of PIMFA led by our Chairman, Lord Deben, and CEO, Liz Field. It consists of leading senior figures from a representative sample across the breadth of our membership

PIMFA Groups

PIMFA Groups consist of committees, forums, briefings and working groups which provide an opportunity for individuals from our member firms to discuss relevant topics within our industry and examine issues such as Financial Crime, Regulation, Taxation, and much more.

PIMFA Plus

PIMFA Plus offers our full and associate member firms a suite of valuable services and curated products at bespoke rates from specialised partners that work with PIMFA.

Advisers' Sustainability Group

PIMFA provide the Secretariat to the FCA's industry-led working group to focus on enhancing sustainable finance capabilities within the financial sector.

UK Platform Group

An independent group of retail platforms working together to drive positive change. Run by platform firms, for platform firms.

Corporate Social Responsibility / Sustainability

Sustainable Finance & ESG is an area of strategic focus for PIMFA making sure we are championing a high standard for our future.

Annual Report

PIMFA’s annual report is a review of our purpose, activity and key achievements over our membership year which runs from 1st June to 31st May..

PIMFA Members

PIMFA's membership is on a corporate level. We represent both full and associate member firms. See who our member firms are.

PIMFA Careers

Job opportunities at PIMFA
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