Whether you require investment management , pension advice , tax mitigation ,
inheritance planning or long term care , one of our core objectives at PFI is
building long term relationship with our clients in order to help you build and
preserve your family wealth for generations. Our highly qualified team will work
together to deliver the best possible returns, based on an implicit understanding
of your financial circumstances, risk preference, expectations and needs.
Every client receives a comprehensive financial review in order to build, assess
and adjust their financial wealth. This thorough fact-find process will establish
financial values objectives and will be maintained by a PFI Consultant, together
with an extensive support network of highly qualified Technical, Investment,
Research and Administration teams
OUR Client Benefits
Our Clients enjoy the following benefits
1. Free Initial Consultation
In an initial meeting, a PFI Consultant will determine your financial objectives
by conducting a full review of your lifestyle objectives and attitude to risk.
2. Full Analysis
During your initial meeting, your PFI Consultant will conduct a full analysis of
your current financial circumstances using PFI bespoke fact- find process.
3. Action Plan
Our highly qualified technical team will generate a full written report detailing
all proposed recommendations for appropriate products and investments.
Your PFI Consultant will present the action plan to you in a written
recommendation document which you can keep and refer to in the future.