How we can help

What does wealth management involve? It’s a term used by lots of firms but can often mean different things for clients.

For us, wealth management isn’t just about comparing or selecting financial products – it goes far beyond that.

It should be a combination of good counsel, financial guidance, bespoke strategy, strong product knowledge, and expert project management. As well as empathy, understanding and personal attentiveness.

That’s why we take a holistic view of your finances and work with you to understand your financial aspirations fully. Your adviser will then create a plan that’s tailored to your own needs – taking full account of what you want your money to do for you now and into the future.

Across PWM, we have specialists who can help you with investment portfolio management, estate planning, taxation strategies, and private office services. And as we work together to manage and preserve your wealth, plan for your retirement or protect your estate from inheritance tax, you can draw on our expertise whenever you need us.

smiling woman shaking hands with man across table in brightly lit office
smiling woman and man in athletic attire walking in park in front of green grass and trees

Holistic wealth, tailored to you

We take a holistic view of your finances and work with you to fully understand your financial aspirations. We then create a plan that’s bespoke to your needs and takes full account of what you want your money to do for you, now and in the future.

Our service offers a number of interrelated elements, such as investment portfolio management, estate planning, taxation strategies and private office services. We can work together to manage and preserve your wealth, plan for your retirement, or protect your estate from inheritance tax.

Four ways we can support you

Find the services you need to support your journey to financial freedom.

 

1

Plan for the future

Helping you build a secure and confident tomorrow.

Pensions and retirement planning Saving for children Inheritance tax (IHT) and estate planning Tax

2

Grow your wealth

Making your money work harder for you.

Investments Sustainable investing Savings

3

Protect what matters

Safeguarding your family, business, and lifestyle.

Life insurance and protection Business protection

4

Specialist advice

Tailored solutions for complex or high-value financial needs.

Private office Mortgages International

Guiding you to financial freedom

Our aim is to help you accumulate and plan your wealth to achieve financial freedom in life.

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.

Your financial freedom
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