PWM was set up to be 'brilliantly different' – working in partnership with you to give clear, confident guidance on the steps towards your financial freedom.
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.
Starting out with just four founders in 2004, we have gone on to become an award-winning independent wealth management firm based in London’s Square Mile. In that time, we’ve grown to a team of over 130, looking after over £6.2bn of client assets.
Our Managing Partner, Fiona Oliver, was appointed in January 2024 with the vision of further cementing our position as one of the UK’s leading wealth managers.
After welcoming Eastcote Wealth Management into PWM in January 2025, we were delighted to do the same with Johnston Carmichael Wealth in March 2025. We then expanded our team further by incorporating Navigate Capital Management in June 2025. We all share our commitment to client service and delivering positive outcomes for our partners.
The team at PWM are more than financial experts – they're trusted partners in your journey to financial freedom.
At PWM, we're here to empower you to make confident financial decisions using indeprendent advice – so you can achieve financial freedom.
In today’s complex financial world, investment independence is essential. Managing your wealth is a lifelong journey – and many traditional providers prioritise their own products, not necessarily what’s best for you.
When we first meet with you, we begin by getting an understanding of your plans and aspirations. We will ask questions about the goals you and your family have, and translate this into a strategy that will deliver your financial freedom.
A clear understanding of the lifecycle of your financial needs will help you prioritise your goals and objectives. Determining where you currently are in your financial journey can be a valuable exercise, enabling us to work with you to plan effectively for your future.
So, if you’re looking to achieve your financial freedom, invest and enhance your wealth for the future, protect against life’s unexpected events, or want to plan for a comfortable retirement, then we can work in partnership with you to ensure you have the plans in place that will aim to deliver the results you’re looking for.
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