The Personal Investment Management & Financial Advice Association (PIMFA)

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Mergers & Acquisitions

Mergers and acquisitions (M&A) activity continues to reshape wealth management and financial advice…

PIMFA Key Successes Overview 2025/26

Read the overview of how we are continuing to deliver meaningful change and value. Looking at our successes over the last year in Policy and Advocacy and Regulation and Compliance, with an overview of PIMFA Groups, Event Highlights and Awards.

Shared Type: Shared Public
Published: March 27, 2026

PIMFA Key Successes 2025/26

Read how we are continuing to deliver meaningful change and value. Looking at our successes over the last year in Policy and Advocacy and Regulation and Compliance, with an overview of PIMFA Groups, Event Highlights and Awards.

Shared Type: Shared Public
Published: March 27, 2026

The New Rules of Wealth M&A: Governance, Resilience and the FCA Reset

The FCA is shining a brighter light on governance gaps, weak due diligence and fragile financial structures. This conversation explores...
18/02/2026

PIMFA Queries Compendium

This Queries Compendium represents PIMFA’s first publication bringing together a selection of the queries raised by our member firms over the past two years. The queries encompass a wide range of regulatory and operational topics, and we have included those that remain most pertinent and of continuing value to our membership.

Shared Type: Shared
Published: February 2, 2026

Targeted Support, Targeted Deals: The New Advice Regime & M&A

In this episode, PIMFA’s Philip Allen and Sunil Samani, Associate Director at LAVA Advisory Partners, unpack how the FCA’s new...
16/10/2025

PIMFA Groups Infographic

Read here the updated PIMFA Groups infographic, showing the structure involved

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Plus

PIMFA collaborates with product and service providers to offer member firms a suite of membership enhancements.

More about PIMFA

PIMFA is the UK’s leading trade association for wealth management, investment services, and financial advice firms.

Our Work

Our mission is to help create a UK culture of thriving financial health through constructive advocacy, creating connections and practical support.

PIMFA Associate Members

Discover PIMFA’s Associate Member firms.

PIMFA Full Members

Discover PIMFA’s Full Members.