Why PIA?

Rest assured we’re focused on long-term results.

Financial security, independence and peace of mind are what matters to us. It’s this client-focused attitude that sets us apart, because we’re not here to push products. We do what’s right for you, and your future comes first.

Our personal, thoughtful approach puts you at the heart of everything we do; because we believe that real financial planning is about more than just numbers.

Wow-worthy facts.

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

0

%

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

0

%

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

This is what truly makes us different.

37 years+
in business

A personal
approach

Our local
presence

Transparent
charging structure

A committed
team

Family-run
firm

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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