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.
The Checklist will summarise how many different insurance, pension and investment arrangements you have in place, will confirm the location of associated paperwork and identify all key contacts such as your solicitor, accountant and of course, PIA Wealth Management as your financial adviser.
Once the document is prepared you will be able to advise your personal representatives of its whereabouts. This will help them to easily identify your key financial information and contact details should you or your family need their support in the event of your incapacity, ill health or premature death.
Your checklist will be updated every time changes to your arrangements are made, whether through our advice or, for example, when you tell us you have changed your other professional advisers.