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Personal Finance Society: Find an adviser

Find a qualified financial adviser, including Chartered Financial Planners and pension specialists.

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About Personal Finance Society: Find an adviser

The Personal Finance Society is the professional body for financial planners, part of the Chartered Insurance Institute group. Its search lists qualified advisers near you and lets you filter for Chartered Financial Planners, retirement planning specialists and later life specialists. Advisers charge for advice.

How they can help

  • Search advisers by location
  • Filter for pension and later life specialists
  • Chartered Financial Planners

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