Background

Formed in 1987, PIMS is a firm of experienced Independent Financial Advisers, delivering a professional and specialised service to individuals and businesses throughout Kent and South East England. Our administrative base, in Maidstone, provides top quality technical and research support to a growing team of experienced advisers. Our team can demonstrate more than half a century of experience in the investment, tax planning and pensions industry. Our combined knowledge and expertise ensures our clients receive a quality of advice which they tell us is second to none.

At PIMS, we are committed to delivering outstanding customer service. This is why the business has gone from strength to strength providing financial planning solutions to individual clients, companies, company directors and self-employed individuals. Our balance of professionalism and friendliness has a big part to play in our success. Our service is aimed at helping clients decide how best to achieve their own financial goals.

This involves:

  • Potentially mitigating your exposure to inheritance tax
  • Helping to protect your financial lifestyle in retirement
  • Helping to arrange retirement and other benefits for the directors and employees of a business
  • Helping to protect your family from the unexpected

    • As Independent Financial Advisers we have access to all available financial services solutions and are able to identify those that suit our client’s current needs and circumstances. From the first meeting to putting a plan into action, we keep our clients best interests at the centre of everything we do. Maybe this is why so many of our new clients are introduced to us by our existing ones.

    * The Financial Services Authority does not regulate Taxation and Trust Advice.
    ** Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The precise amount of the fee will depend upon your circumstances but we estimate that it will be between 0.5% and 1.5% of the loan amount.