ABOUT

Precision Financial Solutions
 

The team at Precision Financial Solutions Limited is headed by Rachael Pike and has a combined experience of more than 100 years within the Financial Services Industry. During this time we have worked within the compliance functions of many of the leading advice networks including Zurich, Openwork, St James Place and Intrinsic gaining considerable knowledge of their systems and being integral to the design and implementation of some of their advice processes. We have been in operation for a number of years now providing a wide range of services to small, medium and large businesses across the country working in both the independent and restricted advice sectors.

 

Our Goal is to offer a bespoke support service to Financial Advisers within the constantly changing financial services sector. We aim to make a positive impact on the business of everyone who uses our services by tailoring those services to suit the needs of each individual adviser and although we work remotely, our objective is to fully integrate as an effective part of your team.

 

The Financial Services Industry is becoming ever more regulated, with Financial Advisers spending more time ensuring their Suitability Reports and client facing documentation meet all of the standards required by both the industry regulator and the network’s internal standards. We understand the importance of including both factual and soft facts within your Suitability Reports to accurately reflect your client meeting ensuring your advice is compliantly documented.

 

The key benefits of using Precision Financial Solutions Limited are:

 

  • Free up your time to service existing clients and generate new business

  • Increase revenue and profitability

  • Have a highly qualified and experienced paraplanner as part of your team

  • Professional, quality suitability reports that will reflect well with your clients

  • Only pay for the service when you want to use it

 

 

 

 

 

Meet Our Directors
Rachael Pike

Director

Jo Pike

Director

Rachael began working in the Financial services industry back in 1997 and throughout her career she has worked with Allied Dunbar, Zurich, St James’s Place, Openwork and Intrinsic gaining a huge amount of knowledge and experience. Her career has been centred around compliance and she left Intrinsic in 2010 as their compliance manager to start her own paraplanning company. Precision Financial Solutions Limited was incorporated in 2013 and Rachael and her team now look after hundreds of restricted and independent advisers across the country. Her aim is to offer a compliant and professional paraplanning service which is built upon a customer service proposition allowing advisers to contact the team at any time for help and advice.

Jo Pike has been working in the financial services industry since 1995. Having started with Allied Dunbar where she worked within various pension based roles before moving to ReAssure and then working within an IFA office before joining Intrinsic.  During her career with Intrinsic, Jo worked in nearly every team gaining valuable experience but unfortunately she never made the board room! She left Intrinsic 4 years ago to join Precision Financial Solutions and her sister Rachael. Jo is an experienced paraplanner and her responsibilities also include the training and supporting of new paraplanners as well as assisting with the overall running of Precision.

 
Need more details? Contact us

We are here to assist. Contact us by phone or e-mail