How it all works.

Here for you, now, tomorrow and in the future.

Wherever you are in life or your career, we will create a financial plan for your needs. Tell us your goals, future aspirations, and what financial security means to you, then let us come up with bespoke recommendations designed around your needs.

Your journey with us.

1. Getting to know each other.

We will meet with you initially at our expense and with no obligation to proceed further. We listen to what you want from our service, your financial goals and your current arrangements. If we believe we can deliver value for money, we’ll explain how we can help you and the costs of our services.

2. Building a picture.

The next step is to obtain a complete picture of your finances, such as what you have, where you stand now, and how you feel about risk. By reviewing your current arrangements, we ensure that every recommendation is tailored to your needs. This involves us contacting the providers of your existing plans and policies.

3. Creating your financial plan.

We’ll go away and analyse the data, which enables us to create a written recommendations report. The report will highlight opportunities to achieve your stated goals. We’ll meet again to present these recommendations, take account of your views and agree on what actions, if any, need to be taken.

4. Implementing your plan.

If you decide to follow and implement our recommendations, we will arrange all necessary steps to ensure they are implemented thoroughly, accurately and quickly. This includes dealing with necessary paperwork, making changes to existing arrangements and liaising with any other professional advisers.

5. Keeping you on track.

Perhaps the most important part of our service is the ongoing care and support you receive from our team. A financial plan isn’t a one-off transaction. We’ll meet with you annually and ensure our recommendations are still working for you, taking into consideration any changes in income or circumstances.

Our fees.

While we will discuss fees in detail during our initial meeting, we believe in transparency from the start. Read on to understand when charges apply and the value you’ll receive in return.

How we charge

How it all works.

Here for you, now, tomorrow and in the future.

Your journey with us.

1. Getting to know each other.

2. Building a picture.

3. Creating your financial plan.

4. Implementing your plan.

5. Keeping you on track.

Our fees.

Your story

Our story

Why PIA?

How it all works

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