About PIA Wealth Management, Wolverhampton
Apart from sound advice, built since establishing ourselves in 1987 as an independent financial advisory company, the keystone upon which PIA Wealth Management and its clients have prospered is "Client Service". We are now one of the most respected privately owned Independent financial Advisers in the UK and we have grown to advise thousands of clients in all areas of their financial planning.
Each client not only has the benefit of a dedicated personal Consultant but also the backup of our highly skilled and motivated team many with over 30 years of financial services experience who help the Consultant ensure that the advice is current, suitable and specific to each and every client.
PIA Wealth Management advise clients on a wide range of financial aspects, such as investments, inheritance tax planning, pensions and long term care. Our combined wealth of experience and industry knowledge ensures our clients receive financial advice which is tailored to their personal needs and expectations.
Our objective is to build long-term, mutually beneficial relationships with our clients and we will ensure that we act in your best interests at all times.
We aim to ensure that:
- You can be confident that you are dealing with a firm where the fair treatment of clients is central to the corporate culture.
- Products and services marketed and sold by us will be designed to meet the needs of clients and targeted accordingly.
- You are provided with clear information and kept appropriately informed before, during and after the point of sale.
- Where advice is given it will be suitable and will take account of your circumstances.
- You can be assured that any of our recommendations perform as we have led you to expect, and the associated service we deliver to you will be of the highest standard at all times.
- We help you harness financial resources to achieve the goals and lifestyle you desire.
- Contingency plans are in place so that personal crisis brought about by ill health or death does not cause financial crisis.
- Investments and gains are dealt with in the most tax efficient way.
- The culture within our business is one which does not encourage greed, but instead promotes fair value for services obtained or those provided.
- In general, we provide you with a service that treats you fairly and is as good as, if not better than, that which you could reasonably expect.
Find out more
We invite you to request an appointment with a PIA Wealth Management Consultant, which is offered to you at our expense and without obligation. Contact us now to arrange your appointment