The Personal Investment Management & Financial Advice Association (PIMFA)

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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.

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Join us to hear the latest findings from the PIMFA Leading Lights 2025 cohort. …
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Date & Time: 11th Feb 2026 (14:00) - 11th Feb 2026 (18:00)
Location: DAC Beachcroft
The Advice Group is a consultative group. Its role is to consider issues from an adviser and financial planning perspective...
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