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Useful links

Investment research

FE Trustnet Financial Express (FE) specialises in the collection, validation and distribution of fund and equity prices.

Defaqto is an independent researcher of financial products, focused on providing intelligence to support better decision-making.

Dynamic Planner is a leading provider of financial planning and wealth management technology.


Finding a professional adviser

Personal Finance Society The Personal Finance Society (PFS) is a professional body for financial advisers in the UK.

Wayfinder established by the former Institute of Financial Planning (IFP) which merged with the Chartered Institute for Securities and Investments (CISI) on 1 November 2015. enables people to find a financial adviser.


Professional representatives

The Investment Association represents UK investment managers. Its aim is to make investment better for clients, for investment professionals and for the economy.

Financial Conduct Authority (FCA) is the financial services regulator to ensure that consumers get a fair deal and financial businesses operate within the regulations.

Money Advice Service is a free and impartial service that helps people manage their money.