Our story.

Family values shape everything we do.

PIA was founded in 1987 with a shared vision that we still hold today: to provide impartial and independent financial advice to individuals, families and businesses.

Through the years, our personal approach to financial planning has helped clients to prosper and we are recognised as a leading practice in Wolverhampton and the surrounding area. Many of our clients have been with us since 1987, reflecting the value we put on building long-term relationships.

Meet your team.

PIA was established in 1987, with an aim to provide independent financial advice to individuals, trustees and corporate bodies. Originally based in Cannock, then near Bantock Park, Wolverhampton.

As the team continued to grow, both in staff and clients, in 1997, we acquired a much larger property in Hayward Court, which has been our home ever since.

PIA continued to expand and in 2020, building on more than 30 years of success in the mortgage sector, we established a dedicated mortgage team to further enhance our expertise and service.

More recently, the team has grown into a dynamic and dedicated group of 30 motivated individuals.

Supporting the community

We’re making the local Wolverhampton community a little brighter with our charity partnerships and team volunteering opportunities. These are some of the causes that are close to our hearts:

Our work in the community

Guiding your wealth and goals with purpose.

Independent

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

Face to face

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

Personal

Our planners build a close relationship with you and provide continuity of service throughout the process.

Local

We’re a respected business in the area, giving you trusted advice and local expertise you can rely on.

Family-run

We’re a family-run business, so we get how important your wealth is to you and your loved ones.

Strong team

You’ll work with a dedicated team, each member playing a key role in helping you achieve your goals.

PIA at a glance.

Since 1987, we’ve grown, evolved, and embraced change, because forward is the only direction worth going.

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of clients strongly agree that the advice they received was clear and easy to understand

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would recommend PIA Wealth Management to a friend, family member or colleague

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agree that the product or service their adviser recommended met their needs

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

PIA Wealth Management
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