Welcome to the

P.I.M website

One of the South West’s premier Financial Services Providers

About P.I.M Financial Services

Our aim at P.I.M. Financial Services is to provide our clients with fair, honest advice you can trust.

Treating our customers fairly is of the utmost importance. We pride ourselves on having over 50 combined years of financial experience in our team. We take the time to appreciate that all of our clients have different needs, goals and aspirations.

We appreciate that you’re looking for a company you can trust when making important decisions regarding your money matters and we take this to heart. Our advisors and staff are amongst the most dedicated, hard working and professional in the industry, and with a whole host of products available at our fingertips, we’re confident that we can help meet your financial needs and make your dreams come true.

Protecting yourself, your family and your future is paramount.

P.I.M is an Appointed Representative of Openwork Limited.

Speak to a consultant today and let us find a solution that works specifically for you.

In today’s internet age, distance is not an obstacle when advising and can, in fact, be quicker. Obviously some customers prefer face to face meetings either at their home or in our offices. All efforts are made to suit the individual’s lifestyle when making appointments; whichever way you choose we will endeavor to accommodate you.

Our specialist advisers will conduct a personal review to evaluate your needs and requirements then recommend a solution we would be happy to choose for ourselves given the same needs and circumstances. We will work diligently on your behalf to ensure an efficient and timely completion. We use the latest industry software which is updated on a daily basis, so providing up-to-date product information in an ever changing market. Our company prides itself on following the Financial Conduct Authority’s initiative on Treating Customers Fairly.

We know that unless our company is fully committed to all our customers, we will not retain their loyalty and they will be unlikely to recommend us to their friends and family.

P.I.M. Financial Services are proud of our reputation as well established mortgage brokers in the UK and work hard to maintain this with all our clients.

Your finances don’t need to be complicated and we at P.I.M. Financial Services can make them simple for you.

Our Services

Mortgages

Finding the most suitable mortgage can be tricky. Our aim is to make the process as painless as possible for you! We offer advice on a range of products from a panel of over 50 lenders, which helps us to find the most suitable deal for your circumstances.

Home insurance

You need to protect your home against flood, fire, theft and other perils. We can get you competitive quotes on your Home Insurance. We can offer you advice on the following products: Building Insurance, Contents Insurance, Buy to Let Insurance, and Commercial Insurance

Family Protection

How would you and your family cope financially if you were suddenly diagnosed with a critical illness? Would you be able to cover your mortgage and pay your bills? Critical illness protection aims to give you some affordable peace of mind. It is designed to pay out a lump sum if you are diagnosed with a specified critical illness.

We can provide you with the protection to cover you and your family to secure your future.

Business Assurance

It goes without saying that companies require specialist financial planning advice. Too many companies leave this aspect of their business to chance risking their business in the process. We can provide your business with vital financial protection in the event of a key person and/or business owner dying or being diagnosed with a critical illness.

We can provide your business with protectionfor Key Person, Loan Protection, Ownership

Divorce / Separation

We recognise that if your marriage or civil partnership falls into difficulties, the first thing you will want to do is talk to someone who understands the problem and the financial difficulties that this may create. Decisions made at this time will have a lasting impact on you, so it is important that the advice you receive is expert advice. Our aim is to work with you and your solicitor to achieve a fair financial settlement.

Mortgage Protection

We all need to be protected. What would happen if a sudden illness, disability, job loss or death occurred? We can help provide you with the peace of mind that comes with knowing you are protected if something should happen.

The panel of providers we can access includes, Aviva, Legal & General, LV and Zurich.

Contact Us

Office Address

P.I.M. Financial Services,
Falcon House,
Eagle Road, Langage,
Plympton,
PL7 5JY

Complete the form below and we will contact you as soon as possible to answer any questions you may have.

The internet is not a secure medium and the privacy of your data cannot be guaranteed. We will not store your data for marketing purposes
Your home / property may be repossessed if you do not keep up repayments on your mortgage.

Data Protection Declaration

P.I.M. Financial Srevices and Openwork Limited will process all information in accordance with the Data Protection Act 1998 and it will be treated as private and confidential now and in the future. The only exceptions to this will be when the law requires us to disclose information or, with your consent, where disclosure is necessary when arranging or servicing your mortgage or protection contracts.

To fulfil our regulatory obligations, we will retain copies of your records for no longer than is necessary or for the duration of the contract. You have the right to inspect these records at any time.

Future Relationship Statement

Our future relationship with you is important and we would like to be able to contact you by telephone, post or email from time to time to review your mortgage, associated protection products and other services that may be of interest to you.