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Our Services
Our advice is based on long term, appropriate solutions where we evaluate the whole of your financial planning and not just one particular area.
We believe it’s important to regularly monitor and review your circumstances and needs to ensure that the planning in place remains appropriate for your needs and objectives. Supporting our clients and ensuring suitability in the future is just as important as finding the right solution at outset.
At all times, our advice will be provided to you with clear and concise communication, taking time to explain our rationale, the benefits and any risks. Any fees for our advice will always be completely transparent, understandable and agreed with you.
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As Independent Financial Advisers we can provide advice in all areas of regulated financial planning to individuals and businesses including:
COMPLAINTS PROCEDURE
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: compliance@pifinancial.co.uk
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 4 567