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.
Registered address - Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU, Company number 3556277, FCA 186419.
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pi financial
pi financial ltd was established in 1991 as a partnership (Dixon Sutcliffe & Co), with the aim of offering first class financial advice to local individual and corporate clients. Rebranded as pi financial ltd in 2004, the company has evolved into a highly successful and professional organisation providing:
- First class financial advice to clients.
- Support to a collective of Independent Financial Advisers across the UK assisting in their goal to provide clients with first class financial advice.
Quality of advice and a commitment to treating customers fairly is central to our core ethics, demonstrated by the fact that we were the first IFA firm to achieve the Investors in Excellence accreditation in 2009. pi financial have also been shortlisted for the 2017 Money Marketing 'Network of the year' award.
pi financial's vision is to be recognised as the centre of excellence in the financial services sector.
Our services may also include advice on investments relating to Unregulated Collective Investment Schemes (UCIS). Accordingly, you should carefully consider whether such investments are suitable for you in light of your personal circumstances and the financial resources available to you.
We will not arrange transactions to purchase UCIS