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Our Services
Our Service to You
Here at pi financial, we provide 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 FCA direct firm's needs.
What we aim to do
pi financial is a group that is continually being developed by IFAs for IFAs which means that the aims reflect the needs of IFAs and their clients.
pi's aims:
- 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
Benchmark Against the Best
- Measure the effectiveness of what you do
- Compare your performance against "the best"
- Take action to improve things
- Learn from others
- Learn from your mistakes
Co-Operate to Achieve
- Work together to achieve common goals
- Share good ideas
- Ask for and listen to the views of others
- Recognise when others need help and offer support
- Celebrate success
Take Personal Responsibility
- Take ownership of and resolve issues
- Deliver what you promise
- Make decision and see them through
- Show initiative and be proactive
- Own your own development
Value People, Deal Fairly
- Respect others
- Communicate clearly, explain reasons behind decisions
- Be objective and consistent when dealing with others
- Recognise the abilities and achievements of others
Integrity in all we do
- Be open and honest
- Treat others as you would like to be treated
- Give balanced, constructive feedback
- Trust others