Pensions Savings Investment Annuity and Mortgages

Key benefits of being a Pensions Savings Investment Annuity and Mortgages (PSIAM LLP) client:

We offer holistic financial planning covering all aspects of financial services including Mortgages, Commercial Finance, Pensions, Savings, Investments, ISA’s, Life Assurance, Business Protection, School Fees / University Planning, Wills and Trusts.

Wide range of investment options available to meet your needs.

To help you achieve your financial goals, we can invest your capital within innovative risk-based strategies from several leading investment managers or choose to construct a bespoke plan using the more than 5,000 mutual funds, 1,000 Exchange Traded Funds, or 5,000 equities available to us. 

Our exclusive relationships help you get the best pricing possible.

Through partnering with investment experts, PSIAM LLP provides strategic options designed to achieve your goals.

These investment strategies look to diversify risk, meet your investment goals and seek to create wealth through innovative thinking within the right charging structure.

Our unique planning tools ensure your investment goals are realistic.

By correctly understanding your appetite for risk, we can make certain that the goals you set are realistic and the investment strategies recommended are the most suitable.

We ascertain your risk profile through a number of methods and display these in a way that is easily understood. PSIAM LLP also interrogates the risk profile of your legacy products, to ensure that they are correctly invested and, if not, look at where they would better suit your individual needs.