Our Values

What are the Core Values of PIA Wealth Management?

Our business is underpinned by a number a key values, outlined below:


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 Action

For further information on our ethical responsibilities, follow the link below.

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