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IFA Enquiries
Why join pi financial?
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.
Services
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.
Aims
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 Member
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.
Benefits
- 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.
Affiliate
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.
Benefits
- Higher income
- Lower costs
- Better value/quality services
- Improved productivity
- Wider opportunities
- Greater efficiency
Testimonials
- 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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