Canada Life looks after the retirement, investment and protection needs of individuals, families and companies.
Kinnison Limited is an independent, property debt advisory specialist. Founded by former bankers, Kinnison offers a private banking experience coupled with whole of market access.
Mazars is an internationally integrated partnership, specialising in audit, accountancy, advisory, tax and legal services.
Mercia is one of the leading providers of training, marketing and compliance services to the UK accountancy profession.
MHA MacIntyre Hudson
MHA MacIntyre Hudson is a top 15 UK accounting firm, winner of BAA’s National Firm of the Year.
Netwealth is a challenger wealth manager combining a highly qualified team with a powerful online service and award-winning investment management to deliver a fully comprehensive service, at a fraction of the industry cost.
Octopus Investments provides products and services that help financial advisers and investors achieve more of their goals.
Prudential is a leading savings and investments business, managing investments for both individuals and for large institutional investors, such as pension funds, around the world.
Smith & Williamson
With more than 1,700 people in 11 offices in the UK, Ireland and Jersey, Smith & Williamson is a leading investment management business and one of the UK’s ten largest accountancy firms.
Join the Personal Financial Planning Community
This ICAEW community is a resource for anyone with an interest in personal financial planning. It provides technical information and insight on regulation, investments, pensions, probate, tax and estate planning and practice development to help anyone with an interest in the sector keep up-to-date and develop their business.