We are thrilled to have been awarded the Citywire London Adviser Firm of the Year Award 2020.
The awards recognise the top financial planning firms across the UK and are based on a number of factors such as the level of staff qualifications, having a well thought out investment proposition, a carefully segmented client base, use of technology, willingness to share best practice and to educate clients as well as investing in the next generation of new talent in the financial services profession.
James Roberts, Managing Partner, said: “We’re rather proud of this award as Citywire launched their New Model Adviser title in 2004, the year we founded PWM. Their magazine has been a consistent campaigner for transparency, modernisation and better client standards. We avidly consumed their articles & ideas as we built the culture of the business, so to be recognised by them means a lot!”