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Consumer Advice
Consumer Advice
What we do
pi financial's advisers pride themselves on providing quality Independent Financial Advice to both Private and Corporate Clients.
We appreciate each client's circumstances will be different and their need for advice will be specific. Our advisers take a bespoke approach to providing advice and paying careful attention to individual or corporate needs, to ensure that the advice received is tailored to exact requirements.
pi financial aim to deliver the highest standards of quality service in a timely manner, and have flexible working hours to see clients at a time convenient to them, whether early in the morning or late into the evening.
Our advisers appreciate that people's day to day lives can be very busy, which is why they aim to be accommodating with their approach to how and when clients are seen.
The majority of client meetings are carried out in the comfort of their own homes, or at the work place in the case of corporate clients, offering a more relaxed environment without the need to travel.
pi financial endeavour to continually use a professional approach with our clients, treating all customers fairly when addressing their needs. For more information on what we do, please call us or search below for an adviser.
Inheritance Tax/Estate Planning
Inheritance Tax (otherwise known as IHT) is a tax often payable on our world-wide assets (otherwise known as your Estate) when you die. The Estate is made up of all your assets including Property, Savings, Investments, goods and chattels.
Retirement/Pension/Annuities
Retirement is something we should all look forward to and enjoy. Few people are fortunate enough not to have made adequate provisions ion this area. However, in reality the vast majority of us have to plan for that long awaited day, well in advance.
Savings & Investments
There are people who like to save money short term and others who like to invest over the medium to longer term. There are those who prefer not to take any risks with their money and others who are prepared to speculate with their capital.
Mortgages & Protection
Many people have a mortgage at some point during their lives, but how many of us consider whether or not the mortgage which we may have held for many years is still appropriate for our circumstances and the most cost effective.
Tax Planning
Although we are not qualified tax advisers ourselves, in the same way as an accountant, we are happy to give basic guidance as to how you could take a few simple steps to improve the tax position of your day to day affairs.