What departments does Personal Finance Society have?

Personal Finance Society has employees across 6 departments including Entrepreneurship, Engineering, Marketing, Finance, Banking.

What is the largest department at Personal Finance Society?

The largest department at Personal Finance Society is Entrepreneurship with 2 employees.

Where are Personal Finance Society employees located globally?

Personal Finance Society has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, France, Canada.

How has Personal Finance Society's team size changed over time?

Personal Finance Society's team has decreased from approximately 57 to 55 employees based on available data.

Personal Finance Society Employee Directory

Q: Who are Personal Finance Society's key employees and leadership?

Personal Finance Society's key employees include: Executive Assistant To Chief Executive Officer: L. P., Head Of Group Events: M. W..

Professional OrganizationsEngland, United Kingdom51-200 Employees

The Personal Finance Society (PFS) is the professional membership body for financial planners and related professionals. It has a global reach with more than 40,000 members across the UK and internationally and promotes high professional standards. The PFS operates within the Chartered Insurance Institute, a Royal Charter organization founded in 1912 that spans insurance and personal finance sectors. Based in London, England, the organization serves a professional community by providing membership, qualification standards, and continuing development opportunities for financial planning practitioners. In 2026, the PFS partnered with Coventry University Group to offer two scholarships to support incoming students, reflecting its focus on developing talent in the field.

Personal Finance Society Global Highlights

Europe
63

United Kingdom Of Great Britain And Northern Ireland
62
France
1

North America
1

Canada
1

Personal Finance Society's Leadership

M. W.
Head Of Group Events
Mobile Phone
Email
L. P.
Executive Assistant To Chief Executive Officer
Mobile Phone
Email
R. S.
Chairman
Mobile Phone
Email
S. F.
Executive Assistant To Chief Executive Officer
Mobile Phone
Email
J. R.
Lay Director
Mobile Phone
Email
A. W.
Non Executive Director
Mobile Phone
Email
M. W.
Programme Development & Partnership Manager
Mobile Phone
Email
L. W.
Regional Services Manager
Mobile Phone
Email

Personal Finance Society Employee Metrics

100%

50%

0%

2026

2025

Banking
Education
Business
Community & Social Services
Entrepreneurship
Other

Contact profiles from Personal Finance Society

Name

Title

Contact

Location

Last Update

A. S.
Officer
Mobile Phone
Email
UNITED KINGDOMPowys
Oct 31, 2023
C. B.
Financial Planner
Mobile Phone
Email
UNITED KINGDOMPowys
Oct 31, 2023
C. B.
Vice Chairperson
Mobile Phone
Email
UNITED KINGDOMPowys
Oct 31, 2023
D. C.
Chairperson
Mobile Phone
Email
UNITED KINGDOMLondon
Oct 31, 2023
G. C.
Committee Member
Mobile Phone
Email
UNITED KINGDOMPowys
Oct 31, 2023
J. C.
Chair, Regional Committee
Mobile Phone
Email
UNITED KINGDOMPowys
Oct 31, 2023
M. M.
Chair - Volunteer
Mobile Phone
Email
UNITED KINGDOMPowys
Oct 31, 2023
N. G.
Editor
Mobile Phone
Email
UNITED KINGDOMPowys
Oct 31, 2023
P. C. F.
2025 Chairman Personal Finance Society (london And Kent) Previous 2016-2018 Chairman Pfs( Kent)
Mobile Phone
Email
United KingdomEngland
Jun 27, 2026
C. B. C.
Chair Of The Personal Finance Society
Mobile Phone
Email
United KingdomEngland
Jun 24, 2026

Frequently Asked Questions

What is Personal Finance Society known for?

Personal Finance Society was founded in 2005 operates in the Professional Organizations industry. Explore Personal Finance Society's company overview page for more information.

What is Personal Finance Society's most common email format?

Personal Finance Society employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Personal Finance Society email formats with LeadIQ.

How many employees does Personal Finance Society have currently?

Personal Finance Society has approximately 82 employees as of August 2026. These team members are located across 2 continents, including EuropeNorth America.

Who are Personal Finance Society's key employees and leadership?

As of August 2026, Personal Finance Society's key employees include:

Head Of Group Events: M. W.
Executive Assistant To Chief Executive Officer: L. P.
Chairman: R. S.
Executive Assistant To Chief Executive Officer: S. F.
Lay Director: J. R.

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Personal Finance Society Employee Directory

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