Recognisable Structures in Wolverhampton

Costs - How We Get Paid at PIA

Pound Coins

There is a common misunderstanding that financial advice is free and whilst we are happy to impart valuable advice to our clients without always making a specific charge, adding value wherever possible, we believe it is important for us to be fairly remunerated for our efforts, especially as we are often able to make or save our clients substantial sums of money.

We are proud at PIA of what we do to help our clients and think we offer very good value for money believing wholeheartedly that sound advice can be offered at an acceptable and agreed price. There is a saying... 'buy cheap, buy twice' and we would always ask you to bear this in mind when selecting the kind of adviser you wish to do business with.

In our Client Services Agreement form we lay out clearly what our charges are and offer clients a choice as to how they wish to pay for the advice and ongoing services we offer.

Not all firms charge for advice in the same way. We will discuss your payment options with you and answer any questions you have. We will NOT charge you anything until you have agreed how we are to be paid. In all instances we offer prospective new clients their first meeting with us 'at our own expense'.

You will always have the option to pay us a fee or alternatively the remuneration can be withdrawn from your investment at outset. We will also charge an agreed ongoing remuneration to cover ongoing services which again can be paid as an annual fee, or if you prefer we can withdraw the agreed percentage directly from your investment fund(s).

"For areas outside the scope of Wealth Management, such as Mortgage or Protection products, we may receive a commission from the product provider to pay for the advice we give. In these circumstances, our principal of up-front transparency will mean as a client, you are always aware of our remuneration."

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.

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