Beaumont Financial Planners Ltd is an appointed representative of Chartered Financial Planners, pi financial ltd, who are authorised and regulated by the Financial Services Authority.
pi financial was launched in 1991 as a partnership, with the aim to offer first class financial advice to local individuals and corporate clients. The success and professionalism of the business led to the creation of an infrastructure that could support more independent financial advisers (IFAs). It has always been the vision of pi financial to be recognised as a centre of excellence that provides first class support to IFAs and clients alike.
Pi’s development, growth and ambition have allowed them to widen their vision from the local region to advisers and clients throughout the UK. pi financial ltd has developed into a collective of IFAs which has been built to a new design to rival the traditional support models. pi supports IFAs by removing the burden of their everyday business to allow them to maximise their time with clients. 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 legal guidelines. Unique to our industry, pi provide this through effective use of regional offices in key strategic locations that deliver our bespoke services.
This structure enables our Appointed Representative firms, Approved Persons and directly regulated firms to access the best planning tools and provide tailored financial solutions to their clients. Pi’s expansion has increased in pace to the extent that they were recognised in 2008 as the fifth fastest growing IFA group in the UK. Pi now has 90 field based advisers with administrative and back office support from over 20 office based staff. With the support from pi financial, we are confident that Beaumont Financial Planners can provide the best possible service to its clients.