Cross-generational family advice

In partnership with
Strategic succession and performance consultants

At AH Loder Advisers, we help families, family offices and private wealth managers prepare the next generation for leadership, responsibility and purpose. Drawing on decades of experience advising high-net-worth families, we guide individuals and teams through key transitions and performance challenges.

Next generation development

We mentor and coach rising generation members to handle the responsibilities of wealth, careers and entrepreneurship, helping them build confidence, clarity and resilience.

Succession preparation

Our structured process supports the smooth transition of family wealth, businesses and offices between generations, addressing potential pitfalls and strengthening communication.

Family governance and conflicted

We facilitate family meetings, define roles and responsibilities, and create governance frameworks that encourage transparency, accountability and harmony.

Culture behaviour and performance

We develop high-performance cultures through behavioural analysis and judgement-based decision-making tools that enhance leadership and teamwork.

Arctic expeditions

Our annual dogsled expedition in Norway and Sweden offers experiential learning that builds resilience, teamwork and self-awareness. We also run other trips and wellbeing retreats for our clients.

For more information

Please get in touch, call +44 (0)20 7042 9293

or email pwm@ahloderadvisers.com

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