The Personal Investment Management & Financial Advice Association (PIMFA)

Dictionary

Login Home
Filter by Topics

Managing Your Money

If you are thinking about investing in financial instruments or seeking financial advice this section aims to aid you in your understanding of financial terms, answer some common questions and provide links to firms that can help to guide you through the savings and investment process.

Managing Your Money

If you are thinking about investing in financial instruments or seeking financial advice this section aims to aid you in your understanding of financial terms, answer some common questions and provide links to firms that can help to guide you through the savings and investment process.

PIMFA’s member firms operate on the basis of providing services which are tailored to suit your personal requirements.

As well as discussing the degree of risk you are comfortable with, and your aims for income or capital growth, you will also agree the type of service you require with the firm.

PIMFA’s full members are regulated by the Financial Conduct Authority (FCA) which is the UK’s financial watchdog set up by the Government to regulate financial services and protect your rights.

You may also be interested in

Future of Advice

Evolving financial advice models, ensuring accessibility, affordability, and consumer protection in changing markets.
Join us to hear the latest findings from the PIMFA Leading Lights 2026-2027 cohort …
Free
Date & Time: 03rd Feb 2027 (14:00) - 03rd Feb 2027 (18:00)
Location: Howden

PIMFA Queries Compendium

Shared Type: Shared
Published: 02 February 2026
Enjoying our website? Email us anytime with your feedback!