PFS launches toolkit to help advisers 'shout' about Chartered status

'Increase visibility'

Sophie King
clock • 1 min read

The Personal Finance Society (PFS) has produced a promotional toolkit to help holders of Chartered status promote their achievement and "shout" about their status.

The Corporate Chartered toolkit offers documents explaining what consumers can expect from a business that has achieved Chartered status. It also gives guidance for "embedding the Chartered ethos" as well as suggestions to help members make their achievement more public.  Furthermore, the PFS said firms would be supplied with a Chartered wall plaque and window stickers to increase the visibility and promotion of their status. It will also offer access to the digital Chartered logo for firms to insert into emails, web pages, social media, brochures and letterheads. 'Communicate comm...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Why advisers and clients could benefit from overcoming philanthropy 'reluctance'

Why advisers and clients could benefit from overcoming philanthropy 'reluctance'

‘It is still a financial decision that deserves professional advice’

Sophia Panayi
clock 02 November 2026 • 5 min read
News editor's view: The devil in the Budget detail

News editor's view: The devil in the Budget detail

The news editor's Friday Night Takeaway from 30 October

Isabel Baxter
clock 30 October 2026 • 2 min read
What's spooking financial advisers this Halloween?

What's spooking financial advisers this Halloween?

Experts share what's keeping the profession awake this spooky season

Professional Adviser
clock 30 October 2026 • 4 min read