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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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“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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Upcoming Events
CPD Training Course: How to Meet Emerging Client Demand For Philanthropy and Social Investment Advice
CPD Training Course: SM&CR – What You Should Know and What You Should be Doing Right Now (Core Firms)
Protection Review Conference 2019
PIMFA Women in Wealth Forum 2019
SRI Services & Partners ‘Good Money Week’ Event 2019
Featured Events
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03
CPD Training Course: SM&CR – What You Should Know and What You Should be Doing Right Now (Core Firms)
3rd July @ 09:30
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13:00
22 City Road, Finsbury Square
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Industry Seminar
CPD Training Course: How to Meet Emerging Client Demand For Philanthropy and Social Investment Advice
(U)HNWs’ private clients’ needs are changing. Research shows that they want more comprehensive and personalised support from their professional advisers…
25th June 2019 08:30
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Industry Events
Protection Review Conference 2019
Protection Review Conference - 11 July 2019 “A Collaborative State of Mind” Landmark Hotel, London www.landmarklondon.co.uk Session One: Mental Health…
11th July 2019 08:30
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Industry Conference
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London
SRI Services & Partners ‘Good Money Week’ Event 2019
The unmissable 'SRI Services and Partners' showcase event for financial services intermediaries during 'Good Money Week' 2019. Enjoy presentations, panel…
9th October 2019 10:30
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