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About Us

About Us

Who we are

Pi Financial was established in 1991 with the aim of providing first class financial advice to individuals and corporate clients.

It has always been the firm’s vision to be recognised as a centre of excellence that provides first class support to both IFAs and clients.

The firm supports IFAs by removing much of the burden of the associated administration of operating within the financial sector. Regulatory protection is vital in financial services and by delivering a top class compliance service, it ensures that the advisers’ advice is sound and within regulatory guidelines. Remuneration reconciliation and cash flow management together with compliant IT services are other areas pi supports.

The firm’s expansion has increased in pace to the extent that in 2008 it was recognised as the fifth fastest growing IFA group in the UK. Pi now has over 120 field-based advisers with administrative and back office support from 40 office-based staff.
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