View more on these topics

PFS overhauls adviser directory

The Personal Finance Society is relaunching its adviser database to create what it says will be the largest accredited adviser directory in the UK.

Set to relaunch later this summer, the database will hold the details of more than 22,000 advisers. The PFS says this represents more than 80 per cent of advisers.

Consumers will be able to search by town or postcode. Adviser profiles will show the date until the SPS is valid, professional qualifications and specialist accreditations.

PFS members will automatically be added to the accrediting body’s financial adviser database Profiles can be tailored to include specialist areas of advice and social media links.

Previously, advisers had to apply to be put on the database. In future only those who are accredited by a professional body other than the PFS, or do not need to hold a statement of professional standing, for example mortgage advisers, will have to apply for inclusion.

The PFS says increasing concerns over website cloning and fraud was partly behind the revamp.

PFS chief executive Keith Richards says: “Anyone accessing the new site can do so with knowledge and assurance that financial adviser details, including qualifications and active SPSs have been validated by the PFS.”


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm