Who is pi financial?.

pi financial is a collective of IFAs, built to a new design to rival traditional support models. A combination of regional offices in key strategic locations provides the ultimate support service to our members and delivering bespoke services.

This structure enables our appointed representative firms, RIs and directly regulated firms to access the best planning tools and provide tailored financial solutions to their clients. These can be monitored and revised as needed.

pi financial is committed to ensuring client and member’s expectations are met and where ever possible exceeded.

IFAs are joining pi financial for a variety of reasons:

· Value for money
· A support service that is focused on assisting the adviser
· A compliance service that works with the adviser
· Assistance in promoting your own ethos and style
· Value creation in your business
· An exit/sale strategy
· Generate an increasing income
· Lower your costs

Our flexibility and ethos opens real opportunities for IFAs to have complete autonomy in their business but with the support of an organisation that has strength to leverage additional benefits on their behalf.

Company details

pi financial ltd
Morfe House
Belle Vue Road
Shrewsbury
Shropshire
SY3 7LU

T el: 01743 282222
Fax: 01743 282228

www.pi-fa.co.uk