In today’s complex financial world, achieving true investment independence is more important than ever. Organising and investing your wealth isn’t a one-off appointment – it’s a lifelong journey that deserves careful attention and the right support.
Many people find themselves investing through their bank or a large company. While this might seem convenient, there’s a catch: these institutions often promote their own in-house portfolios. Their representatives are tied to selling what’s on their shelf, not necessarily what’s best for you.
At PWM, we do things differently. Our advisers are completely independent. That means they sit on the same side of the table as you, representing your best interests at every step. Their only goal is to help you achieve your financial ambitions.
Our advisers aren’t limited to a single set of products. Instead, they have the freedom to select the leading investment managers in each area. This ensures your portfolio is built from the best the market has to offer, not just what’s available in-house.
We’ve partnered with ARC Research, a renowned research group that filters through 150 leading investment groups. This partnership allows us to produce a matrix of top-performing managers, which your adviser then tailors to create your perfect portfolio.
Our award-winning technology underpins everything we do. It gives you a total view of your portfolios, ensures diversification, and provides discounted manager fees thanks to the volumes we invest. Most importantly, your adviser and ARC Research continuously monitor your investments, making adjustments as needed – just like a top sports team, where understanding the infrastructure behind the team produces the best performance on the pitch.
Our unique five elements of financial freedom strategy provides the building blocks to strengthen and enhance the areas of your finances that most need attention.
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.
Search 
Client Portals 
020 7444 4030 