How we can help

Mortgages

When you’re buying a property, finding the right finance and managing the purchase can be all-consuming.

We’re experts at taking the stress away and replacing it with peace of mind – the sort that comes from independent advice tailored to you and excellent service. If you’d like to know more, our Mortgages team are happy to help with no obligation. Or download our guide below.

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Completely independent mortgage advice and support

Our made-to-measure mortgages are tailored to your specific needs. They’re built on our principle of fully independent advice, and our focus of working with high-net-worth individuals.

Once you and your mortgage adviser have agreed a plan, we’ll use our established network of lenders to negotiate the best deal available for you. Our services include:

  • Loans in excess of £1m
  • Mortgages for the self-employed and SME owners
  • Properties with short leases
  • Buy-to-let
  • Overseas properties
  • Commercial properties
  • Mortgages to trusts and companies, both onshore and offshore lending
  • Equity release mortgages
  • Bridging finance
  • Non-property loans (share portfolios, chattels)
  • Multiple property mortgages
  • Foreign currency mortgages

For more information

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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