Our Planning Tools

PIA Wealth Management Planning Tools

Our consultants are skilled financial planning practitioners with advanced knowledge built up over many years in the profession. Some of our planners are specialists in one or more of the individual areas below, often working with other planners in the team to ensure that all of our clients receive the best possible advice.


Pensions remain the cornerstone of most people’s retirement security and offer many tax incentives.



We believe that the value of financial planning in relation to investments centres around ‘coaching’ clients on what to expect along their investment journey.

Life Assurance & Income Protection

Choosing appropriate protection is about more than just choosing the cheapest policy.

Business Protection

We are able to help clients quantify exactly what the financial consequences of certain events would be, and implement policies to insure against these risks.


Specialist Advice

Long Term Care

Long Term Care Planning becomes a part of the advice process for our clients as we guide them along their path to financial success.


Equity Release

Equity Release advice requires specialist knowledge to fully understand its wide ranging implications.


Lending Advice

Our dedicated mortgage team can help with all areas of residential and commercial lending advice.

Estate Planning

Estate planning advice, particularly pertaining to the retention of wealth when faced with Inheritance Tax issues

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