Our Team - Shirley Watling (Office Manager)

Shirley joined PIA Wealth Management in 1994 having gained considerable Industry experience both on the General and the Life and Pensions side of the business at the Phoenix Assurance Company and Sun Alliance as a Personal Assistant before taking on the role as Office Administration Manager at Friends Provident in 1986, a position she held for 8 years.

Fully qualified to Certificate level with the Chartered Insurance Institute, in addition to managing the office and ensuring the smooth running of all the internal office functions Shirley assists in regulatory compliance processes.

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

Monthly Market Outlook - April/May 2020

The COVID-19 crisis has led to a truly unprecedented environment for the global economy, markets, and society as a whole. The flow of news is...Read More

Budget 2020

Chancellor Rishi Sunak today delivered his first Budget as Chancellor of the Exchequer against a backdrop of concern about the Covid 19...Read More