How we can help

Savings

We all know the that mainstream banks continue to offer extremely low interest rates and aren’t without institutional risk. Good cash management can make a dramatic difference. Yet so few of us do it as we are time-poor and perceive it to be too difficult.

That’s why we give you access to leading cash solutions provider, Insignis, to ensure your savings aren’t affected by bank account inertia.

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Your dedicated relationship manager

Your PWM adviser will provide you with an illustration of the long-term benefits of making sure your deposits are actively working for you. We then bring in a dedicated relationship manager from Insignis who can give you the best rates. They’ll discuss term deposits and bank covenants, while also arranging all documentation for you. Afterwards, Insignis will monitor the rates and, if they slip, they’ll propose an alternative and arrange the paperwork.

To take out a JISA, your child must be under 18 and living in the UK.

How our Deposit Service can help

For busy individuals, it can take time to search the market for the best savings rates. This is where our Deposit Service really helps. We remove the hassle of searching out the best returns – consistently offering rates that are two to four times higher than you’d find on the high street.

Our Deposit Service reviews the whole of the UK’s savings market. It analyses and monitors what’s on offer from over 165 banks and building societies. It then presents the most competitive rates while assessing financial strength and overall performance of the providers.

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Guiding you to financial freedom

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