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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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      Tue 21
      Ombudsman roundtable discussion in London – 21 August
      August 21 @ 9:00 am - 11:30 am
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Aldrich & Co

Allfunds Bank

Altus Ltd

Appway UK Ltd

Ascot Lark

Aviva Investors

BDO LLP

BNY Mellon Pershing Ltd

Bovill Limited

BRP Bizzozero & Partners UK Ltd

Calastone Limited

Charles Russell Speechlys LLP

Chartered Institute for Securities & Investment (CISI)

Clearstream Banking SA

Clyde & Co LLP

Cofunds Ltd

ComPeer 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

Financial Crime Intelligence Ltd

Financial Services Training Partners

Finantix

FNZ (UK) Limited

GDPR Portal

Global Prime Partners (GPP)

GMA Consulting Services Ltd

Herbert Smith Freehills

Huntswood

Infront

Insignis Asset Management

Invesco Asset Management

Investment & Wealth Management Consultants Ltd

IRESS

JCAP Treasury Services (JCAP)

Jersey Finance

JHC Financial

JLT Specialty

Kaizen Reporting Ltd

Knadel Ltd

KPMG LLP

Kroll Associates UK

Lloyd’s

About PIMFA

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Recent News

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Upcoming Events

Ombudsman roundtable discussion in London – 21 August
PIMFA Annual Financial Adviser Dinner 2018