My wife and I would both like to say a huge thank you to everyone at pi for all you have done to support me getting my business back up and running. It has been a real struggle to put the train back on the tracks and get it up to speed but if I had not had pi behind me I do not think it would have been possible in such a short space of time or as easy and relatively stress free. To say I am glad I joined pi is the understatement of my career. Everyone there is fantastic and you all work really hard to help us and I really cannot thank you enough.
Glyn Jones, Vale Financial Services
First impressions of pi financial ltd were positive. 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 Financial, 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
IFAs join pi financial for a variety of reasons:
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
Training and qualification programme
pi's 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.
pi ensures 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.
pi provides access to the most comprehensively charged Professional Indemnity Insurance premiums - rates are typically charged at 0.8% - 1.2% of turnover.
On joining, each IFA receives an induction plan, a training and competence plan and on-going development, money laundering training, disaster recovery plans, procedure review, complaints handing training, complaints resolution service, annual A&O audits, supervision, quarterly KPI's, 100 per cent file checking, compliance updates and bulletins, TCF training and template models, TCF gap analysis, document resources and templates, business planning, process development, suitability report writing, regulatory submissions, FCA liaison.