We are a not-for-profit membership organisation working towards shifting the focus of the finance services industry away from selling products and towards the discovery and understanding of what clients actually want from their money by providing a forum for learning, sharing and growing.

The Institute for Financial Wellbeing, or IFW for short, is open to all who wish to better understand their relationship with money. We work with members of the financial advice, financial planning and financial coaching community who want to improve their client’s financial wellbeing by helping them become happier and more fulfilled, not just wealthier. We are also broadening our strategy to deliver financial wellbeing content and insights to all consumers and are currently identifying Partners such as money and mental health charities, HR and Learning & Development practitioners, accountants and solicitors who are interested in joining in the conversation and providing this style of content to their customers. If this sounds like you, get in touch!

The IFW Conference will be on 20th May 2025. Find the growing agenda here and check back for details.

Why ‘Institute’ status matters.