Our Services

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In an increasingly complex world, PFP is on your side. We are here to help your business put down healthy roots, grow, change and prepare for the future. 

We are not a monolithic organisation, here to impose a 'one size fits all' service on our advisers. Such a 'lowest common denominator' approach often leaves IFAs disenfranchised and disillusioned, feeling that they have to work against their IFA Firm rather than with it. 

But not at PFP. As an organisation we are all about equality and mutual benefit. It may sound like a cliché but it's true – together, we are stronger! 

Join our network and enjoy a range of business-boosting benefits. These include:

  • Professional indemnity insurance at competitive rates.
  • High commission levels through economies of scale.
  • Access to PFP Nexus, with comprehensive client management and financial planning tools.
  • Access to research, quotation and mortgage sourcing software.
  • Business leads through our affinity connections.
  • Corporate Pension opportunities
  • More time to concentrate on your clients

Our services also include:

  • Full compliance support - including case file reviews.
  • Full business scanning software.
  • Regular training events, compliance workshops, business development days and conventions.
  • Regular compliance bulletins and updates.
  • Regular business meetings.
  • Direct access to our Compliance Team.