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Twelfth consecutive annual accolade

We are thrilled to announce that we have been recognised in the 2021 thewealthnet Top Financial Planning Companies. This is the twelfth consecutive year we have received this accolade.  

Part of the prestigious Private Asset Management group (PAM), thewealthnet is a leading publication in the wealth management industry and to have again received this recognition is a rare achievement. The award winners are selected from data provided by firms with assistance from PAM Insight’s research team and market knowledge, alongside feedback and recommendations from professionals from across the wealth management sector. The rankings also include wealth managers and private banks. 

David Stoll, Senior Partner, said “I am delighted that we have been recognised for the twelfth consecutive year by thewealthnet. This is particularly important due to the independent assessment by PAM Insight’s research team and feedback from professionals from across the wealth management sector. This, together with our other highly respected awards, confirms that we are continuing to provide our clients with the best ‘independent’ service proposition and is a huge compliment to everyone at PWM.”