Business Details
35 Years
experience
Expert Financial Advisers in Shrewsbury
Established in 1991, Pi Financial has dedicated itself to delivering exceptional financial advice to both individual and corporate clients. Our core mission is to serve as a centre of excellence, providing robust support to independent financial advisers (IFAs) and their clients. We alleviate the administrative burdens inherent in the financial services sector, ensuring compliance with regulatory standards through our comprehensive compliance service. Our expertise extends to remuneration reconciliation, cash flow management, and compliant IT solutions, which have been instrumental in our growth trajectory.Recognised as the fifth fastest-growing IFA group in the UK by 2008, we now support over 120 field-based advisers with a dedicated team of 40 office-based professionals. Our commitment to discretion, fast service, and client-centric solutions remains unwavering, as evidenced by our long-standing authorisation and regulation by the Financial Conduct Authority. We prioritise transparency, accessibility, and personalised support, ensuring our advisers and clients receive tailored assistance whenever needed.
Services
Financial Advice
Compliance Support
IT Services
Remuneration Reconciliation
Cash Flow Management
Details
- Year established: 1991
Highlights and features
- We have over 30 years of experience in financial advisory services.
- Our compliance service ensures all advice meets regulatory standards.
- We provide dedicated support to over 120 independent financial advisers.
- Our team offers personalised assistance for both private and commercial clients.
- Recognised as one of the UK's fastest-growing IFA groups in 2008.
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional service
Personalised support
Stress-free operations
Long-term trust
Reliable compliance expertise
Services
Financial Advice
Pi Financial offers tailored financial advice for private and commercial clients, focusing on regulatory compliance and strategic planning. Our team ensures solutions align with individual needs while maintaining adherence to FCA standards. With decades of experience, we deliver actionable insights to optimise financial outcomes.
Compliance Support
Our compliance service guarantees all financial advice meets FCA requirements, reducing risks for advisers. We handle regulatory documentation, audits, and policy updates, allowing advisers to focus on client needs without administrative burdens.
IT Services
Pi Financial provides secure, compliant IT solutions tailored to financial advisers. These include data management systems, client portals, and cybersecurity measures to protect sensitive information and streamline operations.
Remuneration Reconciliation
We ensure accurate tracking and reporting of adviser commissions and fees, resolving discrepancies promptly. This service enhances transparency and financial clarity for advisers and clients alike.
Cash Flow Management
Our cash flow management solutions help clients optimise financial resources, balancing income and expenses. This service supports long-term stability and growth for individuals and businesses.
Questions
What services does Pi Financial offer?
Pi Financial provides compliance support, IT services, remuneration reconciliation, and cash flow management for independent financial advisers and their clients.
Is Pi Financial regulated?
Yes, Pi Financial is authorised and regulated by the Financial Conduct Authority (FCA).
What areas does Pi Financial serve?
Pi Financial operates across the United Kingdom, supporting IFAs and clients nationwide.
Can I join Pi Financial as an adviser?
Yes, Pi Financial welcomes new advisers. Visit our 'Join Us' section for more details.
