About Us

pi financial ltd was established in 1991 as a partnership, with the aim of offering first class financial advice to local individuals and corporate clients. It has always been the vision of the firm to be recognised as the centre of excellence in the financial services sector. The firm's development, growth and ambition has allowed them to widen their vision and provide a national service. pi financial supports IFAs by removing the administrative/regulatory burden from their everyday business allowing them to focus on their clients.

It is essential to keep abreast of regulatory developments and pi financial provides a first class compliance service, ensuring advisers are up to date on regulatory matters and that their advice is compliant. pi financial provides remuneration reconciliation, to help pipeline and cash flow management. pi financial’s expansion remains organic, “quality rather than quantity”. The adviser retention rate is very high and pi financial now has 110 field based advisers with administrative and back office support from 147 office based staff.

The firm has some 1.7 billion under advice. Advice is provided across all sectors and pi remains truly independent being privately owned with no panels or provider preference.

pi financial ltd is authorised and regulated by the Financial Conduct Authority. pi financial ltd is registered in England.

Registered address - Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU, Company number 3556277, FCA 186419.

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