Pensions

We offer independent pensions advice including the arranging of individual and group pensions, at retirement planning and pension transfers from both individual and occupational schemes.
 

INVESTMENT

We offer a full independent investment advice service including areas such as ISA’s, Pooled/collective investments and Bonds.
 

Mortgages

We advise on a comprehensive range of mortgages from across the IFA market, for all types of clients such as first time buyers, home movers, re-mortgagers and buy to let investors.**
 

eSTATE pLANNING

We offer independent advice to assist on reducing any potential inheritance tax liability that may arise in future. *Not all areas of Estate and Tax planning are regulated by the FCA*

Life Insurance & Protection

We offer full independent advice and review service on all types of protection including life insurance, critical illness insurance, income protection for both individuals and businesses.
 

oTHER

Have other financial questions or concerns? Contact us for help.  

 

Please see our Client Agreement for details on our charges. 

In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint.

We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us:
In writing: Write to The Compliance Director, Pi Financial ltd, Morfe House, Belle Vue Road, Shrewsbury, Shropshire, SY3 7LU
By telephone: +44 (0) 1743 282222 or by email: compliance@pifinancial.co.uk

For your further protection if you cannot settle your complaint with us, you may be entitled to refer it to the
Financial Ombudsman Service ('FOS') at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567

**We advise on a comprehensive range of mortgages from across the market, but not deals that you can only obtain by going direct to a lender. Our advice will be based on the most suitable mortgage product included within the range available to intermediary firms. Your home may be put at risk if you do not keep up with repayments on your mortgage.