About pi Financial
pi financial was launched in 1991 as a partnership, with the aim to offer first class financial advice to local individuals and corporate clients. The success and professionalism of the business led to the creation of an infrastructure that could support more independent financial advisers (IFA).
It has always been the vision of the firm to be recognised as a centre of excellence that provides first class support to IFAs and clients alike. Our development, growth and ambition have allowed us to widen our vision from the local region to advisers and clients throughout the UK. pi financial ltd has developed into a collective of IFAs which has been built to a new design to rival the traditional support models.
The firm supports IFAs by supporting or removing the burden of their everyday business to allow them to maximise their time with clients. Regulatory protection is vital in Financial Services and by delivering a top class compliance service, it ensures that the advisers’ advice is sound and within legal guidelines. We provide commission reconciliation, to help pipeline and cash flow management. The advisers outsource to us their training and competence regime, which we develop into a tailored plan with them, and as a group we are able to benefit from the economies of scale that come with size. We provide other administrative support in the areas they most need and work closely with them to ensure they get maximum benefit from our association.
Unique to our industry, we provide this through effective use of regional offices in key strategic locations that deliver our bespoke services. This structure enables our Appointed Representative firms, Approved Persons 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.
The firm’s expansion has increased in pace to the extent that we were recognised in 2008 as the fifth fastest growing IFA group in the UK. We now have 83 field based advisers with administrative and back office support from 25 office based staff. We have also expanded the Board to include two Member Directors to ensure the IFAs have a clear voice at the most senior level.
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