9 Station Parade, Uxbridge Road, London
+1(714) 752-3362 support@pfi.finance

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.

4. Implementation

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.