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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