KP
Keith Phillips
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Work Experience
Executive Director, Pimfa Wealthtech
Nov 2021 - Feb 2024 · 2 years and 3 months
TISAtech (Tt)
Chief Executive Officer
Jul 2020 - Mar 2021 · 8 months
Advisor To The Board
Jan 2020 - Jan 2021 · 1 years
Company Details
The Personal Investment Management & Financial Advice Association (PIMFA) is the UK’s trade association for firms that provide investment management and financial advice to everyone from individuals and families to charities, pension funds, trusts and companies. Our objective is to create the optimal operating environment for our member firms to deliver their services and meet client’s needs. PIMFA also lead the debate on policy and regulatory recommendations to ensure that the UK remains a global centre of excellence in the investment management and financial advice arena. PIMFA was created in 2017 as the outcome of a merger between the Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) with a history as a trade association going back for 28 years.
Year Founded
1991
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
69 Carter Lane London, London EC4V 5EQ, GB
Keywords
Financial ServicesFinancial AdviceWealth ManagementFinancial PlanningStockbrokingLobbyingMembershipExpertisePrivate BankingRegulatio
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