Join the Initiative

We are a member-led organisation with membership available for individual advisers, planners and coaches as well as larger organisations.

Our purpose is to help financial planners, advisers and coaches improve their client’s financial wellbeing by helping them become happier not just wealthier.




We currently offer two membership options:


This option is for individuals.

The benefits of membership include:

  • A meeting point to explore and promote financial wellbeing
  • Learn about money and happiness
  • Regional and national events
  • Join in and instigate  research
  • Help turn the research into tools you can use
  • Opportunities to provide financial education
  • Influence the future of financial advice


£10 plus VAT per month

Partner Member

This option is for corporate bodies to support the work of the IFW.

The benefits of being a Partner Member include:

  • Supporting a major UK financial advice initiative
  • Support and involvement in research projects
  • Help produce white papers and develop tools
  • Access to data from annual surveys
  • Speaking opportunities
  • Opportunity to exhibit at conferences


Please contact us to discuss your involvement

Get involved

The initiative will be member-led. We’d love to hear from individuals and organisations who would like to get involved.