Financial planning with a difference
Independent Financial Planning
YOU are the focus of our financial planning relationship and YOUR needs drive our recommendations.
We believe it is your goals in life that should provide the basis of your financial plan. We will therefore look to identify your goals and objectives then evaluate your existing situation. This will allow us to assess whether you are on course to meet your aims and identify any challenges in achieving them. By obtaining a complete understanding of your present position including your needs and objectives, this will ensure we can recommend an appropriate strategy for you.
We intend to deliver a consistently high-quality service which is based on long-term relationships between clients and their individual advisers. As part of this we provide clients with jargon-free communication about their affairs, their investments and relevant financial and economic developments.
Peace of Mind
Confidence and Security
Need help in achieving your financial goals?
If you are interested in working together, send us an enquiry and we will get back to you as soon as we can
In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us:
In writing: Write to The Compliance Director, pi financial ltd, Morfe House, Belle Vue Road, Shrewsbury, Shropshire, SY3 7LU
By Telephone: +44 (0) 1743 282222, By Email: firstname.lastname@example.org
For your further protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’) at
www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567