pi financial ltd
Address: Morfe House
Belle Vue Road
Shrewsbury
Shropshire
SY3 7LU
Tel: 01743 282222
E-Mail: info@pifinancial.co.uk
pi financial is an IFA-led distribution group committed to providing IFAs with a cost-effective menu led service. The aim of the organisation is to reduce costs and maximise income by effective communication with providers and management. The synergy of the group leads to enhanced practice value by way of options and share ownership. The business model ensures every adviser receives the support they desire, be they directly authorised, or working as an appointed representative or a registered individual.
Pi financial is one of the largest Chartered IFA firms in the UK and was created by IFAs for IFAs where the true value and benefits of the organisation are cascaded down to the adviser and their clients, including commission rates that match the best on the market.
The IFAs that work with pi financial all retain their autonomy to make their own decisions and plan an exit strategy that suits them to get the best value for the practice.
Services & Benefits
All members of the group can benefit from economies of scale and support services to rival any national network but from an accountable source. All members can contact named individuals within the business who can react to needs.
Services are tailored to need but issues such as compliance, marketing and development and handled in an adult fashion and rules are not handed down to prevent business progression.
Services to members include compliance (whether you are an AR or FSA Direct), Training, Business Development, Commission Reconciliation, Marketing and Exit Strategies (with buyouts of up to 15 times renewal).
Pi financial is an IFA Community and networking is encouraged and supported to maximise sharing of ideas and opportunities.