IFAs are joining pi financial for a variety of reasons.
Are you looking for:
Value for money
A support service that is focused on assisting the adviser
A compliance service that works with the adviser
Assistance in promoting your own ethos and style
Value creation in your business
An exit/sale strategy
Generate an increasing income
Lower your costs
Our flexibility and ethos opens real opportunities for IFAs to have complete autonomy in their business but with the support of an organisation that has strength to leverage additional benefits on their behalf.
What does pi financial provide?
A quality compliance service that works with the adviser.
Timely and accurate commission reconciliation and support in chasing pipeline.
A training and development plan tailored to the individual with flexibility to cater for all adviser demands.
We ensure you enjoy the best possible terms from providers without compromising your ability to create individual arrangements.
The lowest costs are negotiated on your behalf with software providers, and those costs are continually being revised downwards.
We provide access to the most comprehensively charged Professional Indemnity Insurance premiums - rates are typically charged at 0.8% - 1.2% of turnover.
pi financial provides 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 FSA direct firms’ needs.
pi financial is a group that is continually being developed by IFAs for IFAs which means that are our aims keep in mind the needs of IFAs and their clients.
We aim to:
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
Regional membership is available to network members, FSA regulated businesses and non-regulated businesses. Practices join a directly regulated firm within the pi financial group as either an Appointed Representative or Registered Individual.
Regional members receive relevant support, business development and more effective communication with product providers.
Significantly enhanced commission rates will increase profitability.
Economies of scale will reduce FSA costs, Professional Indemnity Insurance costs and service charges.
Regional members can operate their own brand or co-brand with pi financial.
pi financial actively supports and encourages practice growth, with support to create alliances with other advisers or recruitment of new advisers.
For Appointed Representatives we can ‘fast-track’ those wishing to become directly regulated.
Affiliates of pi financial are directly regulated firms, non-regulated firms or network members we are supporting make the transition. Affiliates find that pi financial is able to provide value for money services and business development.
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.
Glyn Jones, Vale Financial Services -
First impressions of pi financial ltd were positive. John Beale (Business Development Manager) introduced the concept to us,and after speaking to existing associates of theirs, and meeting Tim Sutcliffe (Chief Executive), this view was reinforced.
Unlike other networks, pi is an IFA itself with it’s own clients, and is therefore in tune with the way we work. Latest impressions, still positive!
Glyn Roberts, G&R Financial
For busy IFAs and their clients overseas call centres seem to be at a divergence with good quality client services.
In today’s world does your network or group follow the same pattern – i.e.: high on technology, low on service.
Mine doesn’t – having joined pi financial ltd nearly three years ago I can still say hand on heart that the quality of back-up, professional administration, commission and fee statements you can understand (!) and the unfettered access to any person in the organisation, be it a new admin staff member or the Managing Director, is still the same.
Long may it continue!
Alan Orr, Braehead Mortgages
In the short period we have been with PI Financial they have offered me the one thing that is paramount to any business, SERVICE.
Stuart Clark, SBC Mortgages, Edinburgh
pi are friendly, efficent and always willing to help, the commission rates are also good!
Brian Harkins, Brian Harkins Financial Services
If I was to describe pi financial, I would say" pi financial is a Network, that works for it's members".
Gary McCleary, Gary McCleary Financial Services
The service levels from the staff have been exceptional, both before joining and after. Big difference from multi-national previous network, more personalised
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