Your financial freedom

Leading Technology
and Reporting

The right technology can empower with you with knowledge and make your life simpler. That’s why we use powerful technology solutions designed to put you firmly in control of your finances.

Enjoy unparalleled insights – your Lifetime Wealth Model is built using Voyant’s award-winning platform, providing in-depth insight into your lifetime cashflow, asset accumulation and how the choices you make will impact them

 

 

 

woman smiling while holding a phone up to her mouth with a green plant in the foreground

7IMagine App

Our award-winning 7IMagine App gives you control and oversight across your finances. Using biometric identification, it allows you to view performance, asset allocation and choice of benchmarks across your portfolio or even broken down by SIPP, ISA, GIA or Bonds. This means you and your adviser are always abreast of your latest investment position – and ready to act as opportunities arise or circumstances change.

Everything at your fingertips

We are striving to use technology to offer you even greater insight.

Through open banking, you’ll be able to see a complete view of your investible wealth including bank balances and mortgages. We’re actively working hard to make this a reality and you could be amongst the first in the UK to see all your assets in one comprehensive view through a single secure site.

Knowledge empowers good financial control, and our mission is to place it at your fingertips.

 

Smiling woman wearing green sitting a desk typing on a computer in a green room

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.

Learn more

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