Your financial freedom

Investment
Independence
and Innovation

We understand that you’re unique.

Even if your financial circumstances are similar to those of another client, your investment needs are different. That’s why we’re committed to representing you – aligning your goals to the best solutions on the market.

We have no bias whatsoever in selecting investments. Why? Because different investment instruments and groups perform differently depending on market conditions. Being independent means we can stay objective – giving you the best opportunity to achieve impressive results through innovative investment solutions.

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Independent research, strong performance

We create tailored portfolios by selecting the best managers, using unique insights from our research partner, ARC Research.

ARC Research began by working exclusively with high-net-worth individuals, corporates and charities on investment mandates ranging from £5m to £500m. This heritage gives them unmatched access to all leading discretionary investment groups.

We saw how this insight could benefit you, and that’s why we partnered with ARC Research for our research. They assess managers based on four key factors – control, clients, costs and consistency – resulting in our exclusive matrix of leading managers.

The result? Demonstrable strong performance.

And as we’re truly independent, we’re able to ensure your adviser builds a portfolio that matches your risk appetite, using managers that excel in areas that appeal to you. This might include our ARC Research managers at the core, but could also be expanded to include specialist funds, private equity, structured investments, or other areas that help you build the portfolio you desire.

Investment Independence

Selection matters most

No single investment group can master every style or be the best in each area. Yet banks and advisory firms are increasingly building and marketing their own one-size-fits-all models.

Having an independent adviser with us is different. They don’t have in-house products that they are required to sell to you. They sit on your side of the table – working with you to tailor the perfect blend of managers from across the marketplace.

We can build a core portfolio for you by considering a variety of investment managers and funds. To complement this, we can also construct a satellite portfolio with a variety of different ideas, such as ethical, absolute return, structured notes, Venture Capital Trusts, Enterprise Investment Schemes or Seed Enterprise Investment Schemes, with specialist leading research partners.

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Five Steps to Financial Freedom

If you’re looking to achieve the financial freedom to make life decisions without worrying about their financial impact, our Five Steps to your Financial Freedom is a simple and effective strategy to help you get there.

Built to put you in control: Helping you focus on the areas that matter most—so you stay in control of your wealth, not the other way around.

Built on experience: Years of experience with high-net-worth clients, distilled into a flexible, proven approach that’s designed to work for you.

Built for partnership: Designed to help us work with you to put the building blocks in place for your financial freedom at every stage of life.

1

Your Lifetime
Wealth Model

Our 'crystal ball', the Lifetime Wealth Model matches your current position with your future life needs.

2

PWM’s Tax Optimisation Strategy

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

3

Investment Independence and Innovation

We invest in independent research to help deliver strong performance.

4

PWM’s Private Office

One place for all your financial advice; from mortgages and deposits to estate planning and wills.

5

Leading Technology and Reporting

Using the best technology and reporting to keep you informed.
ABOUT US

Together, we make financial freedom simple.

As truly independent advisers, we don’t have in-house products we have to sell. And we don’t limit our advisers to specific financial solutions. Instead, we give them the freedom, knowledge and resources to recommend what’s best for each client so they can ensure the best possible outcomes.

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We have been very happy with the service we have received from PWM. We have always had clear and proactive advice in a timely manner. The staff are very friendly and helpful and respond to any points raised by us and are always available to talk through any issues which we may have”

Retired Partner, Magic Circle Law Firm

We have collaborated with Duncan and PWM for many years. Client feedback has always been exemplary, and we are always impressed by Duncan’s creative and collaborative approach. Duncan and PWM would always be our first choice of financial planner due to his extensive knowledge and PWM’s true independence.”

Alexandra Gordon
Managing Partner, Tassells LLP

We have built up such a strong relationship with you, based on mutual trust, professionalism, dedication and the strongest of product and market knowledge and you had never let us down. Your integrity, honesty, caring and positive approach served us well in the past and continues to do so today.”

Anonymous
Anonymous

Brett has advised me very soundly for 10 years. He’s comprehensively across the big stuff that can blow holes in financial wealth if not spotted. He also provides excellent continuing client focus and service. Delighted to be a client of his.”

Keith Bottomley

PWM have always shown great integrity in all my dealings with them.”

Head of UK & Global Credit

We wanted sustainable fossil-fuel free investments but it is difficult at present to pick something off the shelf. We were therefore pleased that with advice from Nathan at PWM, we have been able to implement a portfolio that maintains diversity and meets our objectives."”

Sustainable Investors, Surrey