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PIMFA

Member Category: Partners

Website: https://www.pimfa.co.uk/

“The Personal Investment Management & Financial Advice Association (PIMFA) is the trade association for firms that provide investment management, investment services and advice to everyone from individuals and families to charities, pension funds, trusts and companies. Our sector currently looks after £1.65 trillion in private savings and investments and employs over 63,000 people.

PIMFA represents both full and associate member firms. Full members provide a range of financial solutions including financial advice, portfolio management, as well as investment and execution services and assist everyone from individuals and families, to charities and pension funds, all the way to trusts and companies.  Associate members provide professional services to the PIMFA community.

We lead the debate on policy and regulatory recommendations to ensure that the UK remains a global centre of excellence in the wealth management, investment advice and financial planning arena. Our mission is to create an optimal operating environment so our profession can focus on delivering the best service to clients and providing responsible stewardship for their long-term savings and investments.

PIMFA was created in 2017 as the outcome of a merger between the Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) with a history as a trade association since 1991. 

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