Recognisable Structures in Wolverhampton

PIA Wealth Management Services

Services

Investing with PIA Wealth Management

Our aim is to provide 'peace of mind' by removing the confusion which often surrounds the abundance of fund choices available to the modern investor. Thousands of funds are available for investment in ISAs, unit trusts and investment bonds and as the tax treatment varies between each investment media, it is vitally important that we offer guidance to ensure our clients invest in the most appropriate tax-efficient 'wrapper'...Read More

Retirement Planning

The decisions that you make now about your accumulated retirement 'pot' will affect the rest of your life, and even more so in the uncertain economic climate that we currently live in today...Read More

Self Invested Personal Pensions (SIPPS)

A SIPP is simply a personal pension, that puts you in full control to help you to accumulate your fund right through to the time when you want to start drawing on the benefits...Read More

Small Self Administered Pension Scheme (SSAS)

A Small Self Administered Scheme (SSAS) is a company pension scheme, PIA Wealth Management specialise in giving advice in the small self administered area of pension business and we can put together a comprehensive package of measures to assist in every aspect of setting up a scheme for you...Read More

Life Assurance

All of us will require protection of some sort in our lives to protect the things we value the most, such as family, home, income, health and business. At PIA we can provide guidance, information and advice on the kind of protection would best suit you and your individual needs...Read More

Income Protection

At PIA Wealth Management we search the market to get you the right plan with the right level of cover and it's cheaper than you might think. This is cover that the State doesn't provide and we offer a full and comprehensive needs analysis...Read More

Long Term Care

PIA Wealth Management specialise in giving advice on long term care solutions by working closely with the family members concerned. We can put together a comprehensive package of measures to assist in every aspect, from dealing with existing investments and property arrangements to setting up immediate care plans...Read More

Equity Release Schemes (or lifetime mortgage)

If you are looking for a specialist in Equity Release Schemes who will help you in benefiting from the equity built up in your property, then your search ends here at PIA Wealth Management. Our advisers will help you by selecting the right type of scheme tailored to your own individual circumstances...Read More

Mortgages

Our knowledge of the market enables us to pinpoint and check out the very best mortgage deals available. We also review the availability of limited period reduced rate offers from lenders. The final result should be a mortgage of the right type, for the right amount over the right period, at a competitive rate that could save you money...Read More

PIA Annual Review

At PIA Wealth Management we believe that professional financial advice can add significant value to individuals and businesses. It is because of this belief that we provide a comprehensive ongoing review service designed to create real value for our clients...Read More

PIA Document Safe

When you become a client of PIA Wealth Management, one of our key aims is to ensure you always have to hand enough information to help you keep track of what arrangements you have in place. To this end, we will provide you with an invaluable Document Safe Checklist Service...Read More

Our Brochure

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To briefly summarise who we are and what we can do to help you to achieve all your financial goals and aspirations please download our pdf brochure.

News & Blog

Chris Bourne's Budget Press Write-up

The Chancellor of the Exchequer Philip Hammond delivered his Budget speech last week at its new place in the calendar, writes Chris Bourne of PIA...Read More

Monthly Market Outlook - October 2017/November 2017

This month saw the first Bank of England (BOE) rate hike in a decade, which raised the base rate a quarter of a percentage point to 0.50%. With...Read More