Our Private Office service means your adviser can assist in every area of your financial need. While financial planning, tax optimisation and investment excellence are at the core of what we deliver, via a combination of internal excellence and external relationships, one call to your adviser is all that is needed to access solutions to any issue.

PWM’s Private Office services include:

• mortgages & equity release for you and family members;
• access to Private Equity, VCT & EIS;
• our outstanding cash management service;
• wills & estate planning;
• life insurance & private health care;
• general insurance;
• property search;
• art valuations and advisory services;
• accessing leading foreign exchange rates;
• accountancy service; and
• corporate pensions and benefits.