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Be part of the ICAEW Personal Financial Planning Community

For anyone with an interest in personal financial planning - providing professional advice on regulation, investments, pensions, probate, tax and estate planning and practice development. Membership is free and open to everyone, including non-ICAEW members.

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Benefits at a glance


Technical information and insight on a range of topics, with experts providing professional advice.


Access to guidance on cash-flow modelling, investments, retirement, inheritance, probate, and insurances.


Keep up to date with access to events and webinars.

Take a look at some of our content

Wealthcare update: Property Part III

This one is part of a series around stepping-on and stepping-up the property ladder.

Watch here

The 'bubble' narrative

Monthly market blueprint from Mazars, February 2021.

Read online

Generating long-term sustainable income for your retirement

This webinar is about generating income for your retirement during these uncertain times.

Watch here

Traffic Light Guide to Regulation

To help members navigate this sometimes complex regulatory area we have produced this 'Traffic Light' guide to signpost practitioners in the advice they can offer.

Read online

Contact us

Please email us on: communities@icaew.com

Please see all contact details and opening hours.

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