pi financial is a collective of IFAs, built to a new design to rival traditional support models. A combination of regional offices in key strategic locations provides the ultimate support service to our members and delivering bespoke services.
This structure enables our appointed representative firms, RIs and directly regulated firms to access the best planning tools and provide tailored financial solutions to their clients. These can be monitored and revised as needed.
pi financial is committed to ensuring client and members expectations are met and where ever possible exceeded.
pi financial, a centre of excellence for technical knowledge and quality advice. We aim to provide a first class support service to IFAs and their clients.
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