PIA Wealth Management Services for Ex-Private Banking Clients
PIA Wealth Management now offers a specialised service for Ex-Private Banking clients dedicated to managing and protecting your assets and putting your individual requirements at the forefront.
In recent years the major high street banks have withdrawn much of their resource and specialised support to high net worth clients. We are now being approached more and more for our professional wealth management advice to bridge this gap and our fees for this service are amongst the most competitive in the market.
Your private adviser sits at the heart of this tailored service, responsible for ensuring that the advice you receive is appropriate to your needs. You will have private access to your adviser via a direct and private telephone line between 8.30am and 6.00pm week days and a face to face meeting is automatically included as part of the annual review service.
Working together with you, your private adviser will take the time to really understand your objectives and make sensible recommendations to help you achieve them. This may mean taking out new plans, or it may just mean making better use of the ones you already have. PIA Wealth Management provides holistic financial advice and will consider all facets of your financial situation before making recommendations. We strongly believe that an approach such as this, which is bespoke and global in scope, will help achieve the most rewarding outcome for you.
For full details regarding this service please contact Richard Bourne, our Business Development & Marketing Manager who will initially analyse your needs and personally introduce you to your private adviser. Richard can be contacted on 01902 379900 or firstname.lastname@example.org