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Pioneer Financial Services Limited
       
 
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Pioneer Financial Services Limited
 
 
Overview: 

Our underlying advisory experience however is formed of 15 years. In the very near future we hope that Pioneer as a corporate entity will be approved and qualified as a Chartered Financial Planning firm, however until then our advisory Principal is qualified as a Chartered Financial Planner and this award has been held since 2010. We adhere to a strict professional Code of Ethics and hold our advisory Chartered status proudly.

The firm’s Principal is a graduate of Law and a Chartered Financial Planner. He also holds a number specialist qualifications enabling advice in Long Term Care, Mortgages, Equity Release and specialist Pension solutions.

Pioneer runs a multi-pricing basis for its fees meaning that if the client requires only certain elements of our services these are offered and priced in line with the instructions and remit that we are given.

Our advice is impartial and proven to be so within our advisory process:
The client will be asked to pay a Fee of the advice that Pioneer gives. If the client prefers to proceed no further then the process ends with advisory services having been rendered and paid for
If the client wants Pioneer’s help in providing an “implementation” plan to enable its advice to be applied this phase of the process is priced and charged separately using either a direct Fee basis again or using a form of product implementation fee
“Advice” and “Implementation” are separately defined within our process ensuring that the advice provided is impartial
It is the advice and financial know-how that Pioneer sells.

The terms such as “holistic” or ”bespoke” are often used to describe professional services and although only too easily and frequently used this is what Pioneer offers wherein disciplined management ensures that our service remains manageable within our resources.
History: 

Pioneer is a forward-thinking financial planning boutique born out of the 2012/13 RDR (Retail Distribution Review). Pioneer was established from a fresh start in 2012.


 
 
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