Our Values
What are the Core Values of PIA Wealth Management?
Our business is underpinned by a number a key values, outlined below:
Transparency
Being transparent in all areas of our business is what has garnered the trust of our clients and the professional community.
`Everything that we do has transparency at its core, whether that be in relation to recommendations we make, the fees we charge or the service you can expect.
This value is very much a part of the spirit of 'Treating Customers Fairly', but is so important that we believe it deserves its own special mention as a core principle.
Treating Customers Fairly
We are committed to ensuring that the Financial Conduct Authority's principle of Treating Customers Fairly (TCF) is applied to all areas of our business activities.
In adopting the TCF principle we recognise that the fair treatment of our clients is about adding value to their lives through the service that we offer.
The specific outcomes that all firms should strive to achieve by committing to these principles can be viewed on the FCA website by clicking here.
Serving our Community
We believe that all businesses have an ethical responsibility to have a positive impact on the communities they serve.
Being respectful to our local community helps to create a fair and responsible attitude towards all of its members.
Financial Vulnerability Taskforce
At PIA Wealth Management we take our social responsibility duties very seriously and fully embrace all FCA regulatory requirements.
One very important area is our drive to identify and deal sympathetically and professionally with the area of client vulnerability.
There are 4 key drivers of vulnerability identified by the FCA?
- Health
- Life Events
- Resilience
- Capability
Our main aim and objective is to be able to make sound judgements based on all possible circumstances that may arise or may have arisen which we feel could lead to clients making inappropriate decisions regarding their finances.
We have made the decision to proactively engage with the Financial Vulnerability Taskforce and our engagement has been recognised accordingly.
Customer Guide The Charter In ActionFor further information on our ethical responsibilities, follow the link below.
What People Say
Professor Carl Chinn
I have every confidence in the professionalism and integrity of the team at PIA.
Mr Webb
Without you I don’t think we would have achieved what we have. The effort you put in on our behalf was simply outstanding…to me this was outside of the professional assistance I would expect!
Mr Hunter
Thank you very much…your expertise is still a great help to me in these troubling financial times.
Mr Brown
PIA have always provided me with thoughtful, timely advice.
Mrs Henley
I have been a client of PIA for many years and could not recommend their service highly enough.
Mr Edwards
I have been fortunate enough to build some assets during my life, but the advice PIA have provided has ensured that these assets are now invested appropriately and protected for my children. I am very happy with the service.
