Passion drives us, producing clear advice given promptly with you in mind.
We listen and understand what is crucial to you, providing advice tailored to the individual.
Financial matters may be complex, but we help you navigate, taking away the complexity to make it easy. Our clear plans provide the reassurance you are on track to achieve what’s important to you.
Inevitably a robust investment solution forms the backbone of any plan. At PIWA, we are independent of any investment provider and look at the whole market. Through a thorough due diligence process, we select solutions suitable for you, whether you are minimising costs, volatility or are looking for an ethical approach to meet your needs.
Estate planning is the process of organising your affairs and assets in preparation for the distribution of your wealth after your death. It can also involve planning to minimise taxes on your estate, such as Inheritance Tax.
At PIWA, we have the knowledge and expertise to stay up-to-date on the latest retirement strategies, legislative changes, and pension products to ensure you receive the best possible advice. Don’t navigate the complex world of pensions alone – let our team of experts guide you towards financial security in retirement.
Income protection insurance can provides a tax-free monthly income if you cannot work for an extended period due to serious illness or injury. It is a valuable financial safety net to have in place. PIWA advisers have the knowledge and expertise to help you understand the options and find a plan that meets your needs and budget.
Navigating the mortgage process can be overwhelming, as many different options are available, and it can be challenging to determine the best fit for your needs and financial goals. At PIWA, our advisers work with various carefully selected lenders to find the mortgage that suits you best and ensure a smooth process.
Critical illness insurance is a type of insurance policy that can provides a tax-free lump sum payout if you are diagnosed with a specified serious or life-threatening illness, such as a heart attack or certain types of cancer. It is not intended to replace your income but to provide financial support to cover household expenses and anticipated costs associated with your illness. Navigating critical illness insurance can be complex, but our qualified advisers at PIWA are here to guide you through the process and help you find the best policy to meet your needs.
Life insurance protects your loved ones financially in the event of your death. Having the right amount of coverage is vital, as your needs may change over time due to life events such as getting married, purchasing a home, or having children. It is also essential to regularly review your coverage to ensure it meets your changing needs. Our PIWA advisers have the expertise to help you make an informed decision about the type of life insurance policy best for you and your overall financial planning strategy.
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