Open-access content Tuesday 1st December 2020
In just one month, more than 120 businesses have opted to become Associate Firms of the PFS.
Among the first firms to commit to associate status were Lowes Financial Management, Susan Hill Financial Planning, Bateman Asset Management, Morgan Williams & Co and Red Star Wealth Management.
The PFS launched Associate Firm status earlier this year, following requests from firms that wanted to show their united alignment to the professional standards and the Code of Ethics set by the society.
Associate Firms will enjoy a closer relationship with the PFS as part of a renewed ‘united profession’ approach to building public trust and to elevating the importance and value of financial wellbeing through financial planning and investment advice.