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Your Financial Freedom

Our aim is to help you accumulate and plan your wealth to achieve financial freedom in life.

The partnership philosophy of the firm allows advisers to be truly independent, guiding you through your life stages to achieve your financial goals.

You, working in partnership with us, will have complete clarity on how to achieve your financial freedom.

 

Five Steps to Financial Freedom

 

 

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The Deposit Revolution

The one move that transforms your interest rate for life.

 

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About

…you

Your finances underpin your life but do you always give them the attention they merit?

Whether you are seeking financial planning or clear investment advice, you sense the advice you receive is not always centred around you and your needs.

If you are working, we focus on building your financial freedom so that you can attend to your own business needs. For those in retirement, our focus is on tax efficient income generation, capital preservation and cross generational planning.

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…us

We are a Partnership. The freedom of having no external shareholders, has evolved our three core beliefs:

Partnership with you – ensuring your financial freedom is planned and achieved.

True Independence – partnering you with best of breed investment managers.

PWM’s Private Office – partnering you with our professional network to deliver in all areas of your finances.

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Your Financial Freedom

Your financial future is unique. We take a truly holistic view of your finances and work with you to fully understand your aspirations. Our Five Steps to Financial Freedom ensure all your financial needs are met, today and going forward.

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  • Five Steps to Financial Freedom

  • Your Lifetime Wealth Model

  • PWM's Tax Optimisation Strategy

  • True Independent Investment

  • PWM's Private Office

  • Leading Technology and Reporting

  • 1

    Your Lifetime Wealth Model

    Matching your current position with your future life needs

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  • 2

    PWM's Tax Optimisation Strategy

    Structuring your assets to mitigate your tax burden and maximise your return

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  • 3

    True Independent Investment

    Ensuring absolute independence. Making sure your critical capital is doing its job.

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  • 4

    PWM's Private Office

    For all your financial needs. From deposits to investment. Mortgages to estate planning.

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  • 5

    Leading Technology and Reporting

    Good technology empowers you with knowledge.

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Our News and Blogs

We produce a range of information designed to help our clients stay up-to-date and informed. It includes product guides, topical news updates and in-house commentary. These provide valuable insight into the threats and opportunities in today’s financial services arena.

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Our Awards

Mortgage Intelligence Top Firm Executive 2018 logo
The Wealth Net Top Financial Planning Companies 2017The Wealth Net Top 25 Financial Planning Companies logo                                       New Model Adviser Top 100 2017 logo          Timewise Power 50 Winner 2018 logo

 

 

 

 

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For further information on how we can help you build and protect your wealth, please contact us.

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