Our Team - Liz Monk (Consultant)

Liz is one of our longest serving members of staff having joined PIA Wealth Management in 1991 following 5 years at the House & Mortgage Centre and 6 years working for the Birmingham Midshires Building Society in Wolverhampton.

A Financial Services career spanning more than 30 years has given Liz a wealth of Life and Pensions experience in all aspects of the Industry.

Liz is fully qualified at Diploma level 4 with the Institute of Financial Services and her other qualifications include CeMAP - Mortgages plus Long Term Care and Equity Release as well as possessing the Higher National Certificate (HNC) in Business Studies.

Liz believes in treating all her clients with an holistic approach and is able to advise on all aspects of personal financial advice. She also advises in the area of Business Protection and Commercial Mortgages together with Long Term Care and Equity Release which requires not only full qualification requirements but considerable technical knowledge and application in what is a very complex area of business.

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 - July/August 2019

The last month has seen equity markets retreat from their highs of the year so far. This latest bout of jitters came about as President Trump...Read More

PIA and Local Charity Golf Event

PIA Wealth Management continued their success in local charitable golfing events by winning the second Grand Theatre Golf event at Enville Golf...Read More