Our Influence

The majority of members are either Chartered or Certified Financial Planners.

Within their companies, the 34 members control or influence;

  • 500+ financial planners and investment advisers
  • 400+ support staff
  • Turnover in excess of £75m per annum
  • Asset under Administration in excess of £13bn.

The current membership boasts;

  • 3 former winners of "IFA of the year"
  • 22 personal industry award winners
  • 44 business award winners
  • 19 award commendations/li>
  • Several authors and recognised public speakers
  • Numerous people on influence lists
  • Holders of positions on professional bodies

...

An altruistic group of financial planning and wealth management company owners and business influencers who exchange ideas, knowledge and experience in the pursuit of professional excellence and better client outcomes.