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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
PIMFA Annual Summit 2019
PIMFA Women in Wealth Forum 2019
Protection Review Conference 2019
CPD Training Course: How to Meet Emerging Client Demand For Philanthropy and Social Investment Advice
Financial Adviser Diversity in Finance Awards 2019
Featured Events
Jun
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PIMFA Compliance Conference 2019
18th June @ 9:00 am
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5:00 pm
Exchange House, Primrose St
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PIMFA
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Networking
PIMFA Events
London
PIMFA Women in Wealth Networking Breakfast 2019
Join us on Tuesday 4th June for the second event in the PIMFA Women in Wealth 2019 series for a candid panel discussion and…
4th June 2019 08:00
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Networking
PIMFA Events
London
PIMFA Women in Wealth Forum 2019
Our final PIMFA ‘Women in Wealth’ event for 2019 brings together colleagues from across the industry for peer-to-peer debate, networking…
8th October 2019 08:30
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Conference
PIMFA Events
London
PIMFA Annual Summit 2019
The PIMFA Annual Summit 2019 will be taking place in London on Wednesday 16th October. Our flagship conference provides delegates with the opportunity to investigate…
16th October 2019 08:00
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+ Export Events
PIMFA Events
London
PIMFA Compliance Conference 2019
The annual PIMFA Compliance Conference will be taking place on Tuesday 18th June 2019. Hear from leading industry experts on the…
18th June 2019 09:00
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Webinar
WEBINAR: SM&CR – The Fundamentals
With only 7 months before SM&CR goes live, PIMFA members would be well advised to refresh their understanding of their…
4th June 2019 11:00
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PIMFA Events
London
PIMFA Women in Wealth Forum 2019
Our final PIMFA ‘Women in Wealth’ event for 2019 brings together colleagues from across the industry for peer-to-peer debate, networking…
8th October 2019 08:30
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