A key focus for the PFS for 2022 is building a strong, sustainable and profitable profession, to ensure financial planners continue to empower people to have confidence in managing and planning their finances. Faced with changing
The PFS has partnered with ITN Productions Industry News to produce a news-style programme, titled Building Financial Resilience, which explores the importance of financial planning in a pandemic-informed world.
London-based First Wealth has been named the PFS’s Chartered Financial Planning Firm of the Year at the Personal Finance Awards 2021 with Carla Brown, founder and managing director of Oakmere Wealth Management, named Chartered Financial Planner of the Year.
The PFS took part in Talk Money Week, an annual awareness campaign coordinated by the Money and Pensions Service, by encouraging members to start a conversation with family and friends about later-life and care funding.