We are absolutely delighted to have won the Citywire 2021 New Model Adviser Award for London Firm of the Year for the second consecutive year. This is a testament to the excellent work by our team on behalf of their clients.

The last year has been challenging, and we have continued to put our clients at the heart of our decisions with a clear strategy to constantly develop processes and structures, and driving forward with our leading technology and reporting systems. We have also been leading the sustainable conversation with our clients and developed The Green Matrix, our independent sustainable investment methodology.

These 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 are really proud to have won this award for the second year running.  The whole PWM team were immense for clients this year – reassuring and readjusting portfolios, embedding new technology and supporting each other with constant positivity”.

The contents of the article have been prepared solely for information purposes. The article contains information on financial products and services and such information is designed for and addressed solely to individuals seeking generic industry information.