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PIMFA
Managing Your Money
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- “ PIMFA's full members are FCA authorised firms that deal directly for the individual. They provide investment management and financial advice to help individuals and families plan for their financial life journeys. They consist of a range of firms from Investment Managers, Wealth Managers, Financial Advisers, Private Banks, MiFID based Financial Intermediaries, Financial Planners and Stockbrokers. ”
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Private Investor Indices
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- “The Private Investor Indices are a set of calculations which indicate the returns that investors might expect from their portfolios. The skill in investment management is to design a unique portfolio which will meet an individual investor's needs, so it is unlikely that your portfolio growth will reflect the movement of the Indices exactly."
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PIMFA Associate Members

Actuare

Aegon and Cofunds Ltd

Allfunds Bank

Altus Ltd

Appway UK Ltd

Ascot Lark

BDO LLP

BNY Mellon / Pershing

Bovill Limited

BRP Bizzozero & Partners UK Ltd

Catalyst

Chartered Institute for Securities & Investment (CISI)

Clearstream Banking SA

Clyde & Co LLP

ComPeer Ltd

Compliancy Services Ltd

Cor Financial Solutions Ltd

Crowe Global Risk Consulting

Dion Global Solutions

Duff and Phelps Ltd

Enforcd

ERI Banking Software Ltd

Euroclear UK & Ireland Limited

EY

Farrer & Co

Fidelity International

Financial Crime Intelligence Ltd

Financial Services Training Partners

Finantix

GPP

Herbert Smith Freehills

Insignis Asset Management

Integrating Systems Ltd (ISL)

Invesco Asset Management

Investment & Wealth Management Consultants Ltd

IRESS

JCAP Treasury Services (JCAP)

Jersey Finance

JLT Specialty

Kaizen Reporting Ltd

KPMG LLP

Lloyd’s

London Stock Exchange

Mitratech

Morningstar UK Limited

MSCI Limited

Natwest – formally RBS FI Group

New Model Business Academy (NMBA)

Objectway Financial Software

Octo Members Group Limited

About PIMFA

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