Partnership Approach

We tailor recommendations to suit your individual requirements.

Tel: 0141 954 3751

A “one-stop” solution for all your financial needs.

Partnership Approach

Before you buy any financial product we make sure;
You understand, want and can afford it.

Initial Meeting

An initial meeting with an experienced adviser, will capture a “Financial Picture” of your current financial position.

We consider an overall strategy for your financial needs and objectives, taking into account your short, medium and long terms plans.

High Level / Touch

You want to fully “engage” with us for all your financial/lifestyle needs.

Low Level / Touch

You require us to monitor your financial planning in a non intensive way. To optimise value for money from the services we provide.

Pay as You Go

You want us to provide advice for a specific current or anticipated future need.

About Us

Our History

Personal Investment Planning Ltd was formed in 1998 with the clear aim of providing clients with proper financial advice and therefore financial peace of mind.
We have over 50 years of experience in advising and guiding clients, providing a bespoke service dependant on our clients’ needs, without being intrusive.

Our aim

As Financial Advisers our aim is to bring you the most comprehensive source of financial advice and information in the UK, matched by excellent standards of service and expertise, delivered with honesty and integrity.

We adopt a partnership approach working with you. Our objective is to tailor our recommendations to suit your individual requirements and provide a “one-stop” solution for all your financial needs, now and throughout your lives.

Our Advisers

Our Advisers are fully qualified to the required level and hold the Statement of Professional Standing certificate.

Our Advice Process

Our advice is not product driven but rather, we will consider an overall strategy for your financial needs and objectives, taking into account your short, medium and long terms plans.

The Core Service

An initial meeting with an experienced adviser, to capture a “Financial Picture” of your current financial position, to understand your objectives and help you prioritise accordingly.

Look at our CORE SERVICE to see how we go about this.