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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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          • CPD Training Course: How to Meet Emerging Client Demand For Philanthropy and Social Investment Advice
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          Jul 03

          CPD Training Course: SM&CR – What You Should Know and What You Should be Doing Right Now (Core Firms)

          3rd July @ 09:30 - 13:00
          22 City Road, Finsbury Square

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Research

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PIMFA News & Research

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PIMFA Research Papers

PIMFA research papers and documentation for purchase and download, with downloads free to all members.

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Research Papers
Access to purchase and download our research papers.
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FAMIN Report 2018
The PIMFA Sixth Annual Report of The Financial Advisor Market available as digital download.
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Other Research
All the research papers from our range.
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Recent News

  • Financial Worries and Your Wellbeing
    May 16, 2019
  • Why Financial Advisers are More at Risk of Cyber Attacks
    April 16, 2019

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)