Our fees.

Fully understand the costs involved.

Offering our clients transparency and clarity about our fees is important to us. We’re aware that some people are not familiar with how financial planning fees work and each firm often has a different way of charging. These are the two stages we charge for in our financial planning service:

Initial service fee: This one-off fee covers the advice and implementation service we provide.

Annual service fee: This yearly fee covers the ongoing management of your financial plan, ensuring we stay on top of any changes in your income or circumstances throughout the year.

The right time to talk about fees.

As each client requires a bespoke service, we first take the time to understand you and your needs before discussing the costs of our services. This will be covered in our no-obligation initial meeting, where you’ll have the opportunity to go away and reflect on the costs before making any decisions to proceed.

The service you’ll receive at PIA.

Independent

Our advice is completely unbiased and we can recommend products from across the market.

Face to face

We encourage clients to visit our office, but we’re happy to meet at a more convenient location.

Personal

You’ll meet the same financial planner year after year and build a close relationship with them.

How we’ve helped our clients…

Read real client
experiences

“I have been advised by PIA for nearly 20 years now. Their cashflow modelling tools have proved extremely useful in assisting decisions upon when to retire.”

Neil

“Gemma is the first adviser to listen to my concerns and advise accordingly. Whenever I have any questions, a quick call sorts things out. I can’t imagine using anyone else. She’s a keeper.”

Carole

“Our expectations have been exceeded, and we are now enjoying a comfortable retirement and travelling the world, ticking off our bucket list.”

Neil and Diane

“With Gemma’s advice, continued guidance, and support, me and my husband have both started early retirement, and we can see our investments working well for us long into retirement.”

Julie

“PIA has provided financial advice since we set up our company in 2000. Mark is an excellent adviser and is always available to review and discuss our financial arrangements.”

Rob & Pat

“From the very first meeting with Mark, I was confident I was speaking with the right person and company. I’d have no hesitation recommending Mark and PIA to anyone looking for advice.”

Paul H

“Nick clearly explained everything and made me feel comfortable during the process. Nearly three years into our partnership, I have my retirement plan in place and a pension I’m very happy with.”

Pete

“Having sold my business, the team has been on hand to offer clear and accurate guidance on how to best manage the process and invest wisely.”

Paul

“We’ve dealt with Liz Monk for more than 30 years. She’s enabled us to save toward our future in a greater way than we thought possible, and is the reason why we could retire at the age of 60.”

Annette

Our fees.

Fully understand the costs involved.

The right time to talk about fees.