Services

Here at pi financial, we provide a wide range of quality, support services which can be chosen to create a tailored support package to meet an individual RI, Appointed Representative or FCA direct firms’ needs.

What we aim to do

pi financial is a group that is continually being developed by IFAs for IFAs which means that the aims reflect the needs of IFAs and their clients.

pi's aims:

  • Help IFAs to provide appropriate advice to clients
  • Build a force in financial services distribution
  • Establish a brand of quality support and quality advice
  • Share all benefits of scale with members
  • Retain flexibility in structure, offerings and involvement to appeal to a wide IFA community
  • Provide the opportunities for group members to realise value for their membership and practices

pi financial's core values

Benchmark Against the Best

  • Measure the effectiveness of what you do
  • Compate your performance against 'the best'
  • Take action to improve things
  • Learn from others
  • Learn from your mistakes

Value People, Deal Fairly

  • Respect others
  • Communicate clearly, explain reasons behind decisions
  • Be objective and consistent when dealing with others
  • Recognise the abilities and achievements of others
01743 282222
Fax: 01743 282228
info@pi-fa.co.uk
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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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Take Personal Responsibility

  • Take ownership of and resolve issues
  • Deliver what you promise
  • Make decisions and see them through
  • Show initiative and be proactive
  • Own your own development
Integity in all we do

  • Be open and honest
  • Treat others as you would like to be treated
  • Give balanced, constructive feedback
  • Trust others
Co-Operate to Achieve

  • Work together to acheive common goals
  • Share good ideas
  • Ask for and listen to the views of others
  • Recognise when others need help and offer support
  • Celebrate success