Your financial freedom
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Your financial freedom
At PWM, financial freedom means having the choice to work for intellectual pleasure or entrepreneurial passion – not because you have to, but because you want to. If you want the freedom to make life decisions without worrying about their financial impact, our five steps to financial freedom offer a clear and effective way forward.
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Your five steps to financial freedom

1. Your Lifetime Wealth Model

2. PWM's Tax Optimisation Strategy

3. Investment Independence and Innovation

4. PWM's Private Office

5. Leading Technology and Reporting
Who we work with
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Who we work with
PWM offers trusted, long-term financial guidance to help individuals and families achieve clarity, confidence, and control over their wealth through personalised, unbiased advice.
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Private clients

Individuals and families

Business owners and entrepreneurs

PWM International

Professional partners

Private client lawyers

Private client accountants

Tax advisers

Professionals

Legal professionals

Accountants

Medical professionals

Corporate clients

Company directors and executives

Corporates
How we can help
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How we can help
Wealth management at PWM is a holistic, client-focused service combining expert advice, strategic planning, and personalised care to help you achieve your financial goals now and in the future.
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Plan for the future

Pensions and retirement planning

Saving for children

Inheritance tax (IHT) and estate planning

Tax

Protect what matters

Life insurance and protection

Business protection

Grow your wealth

Investments

Sustainable investing

Savings

Specialist advice

Private Office

Mortgages

PWM International
About us
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About us
PWM is an award-winning, independent firm that partners with clients to deliver tailored, unbiased financial strategies for long-term success and clarity.
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Our purpose

Our team
Careers

Investment independence
Guiding you to financial freedom

Our aim is to help you accumulate and plan your wealth to achieve financial freedom in life.
News and insights
Client Portals
020 7444 4030
Contact

Contact

Ben Aukett

Partner

I work closely with a client base of high-net-worth individuals, principally consisting of ity professionals and entrepreneurs, and enjoy helping them define and achieve their financial objectives.

Following a degree in economics, I started working in private client wealth management in 2014 and became a partner at PWM in 2022.

I hold the Investment Management Certificate (IMC) from the CFA Institute and the Investment Advice Diploma (IAD), specialising in financial planning and advice, from the Chartered Institute of Securities and Investment. This course of professional qualifications has given me expertise in private client investment management and portfolio construction.

In recognition of my work and contribution to the industry, I was named one of the 2024 PAM NextGen Leaders, an accolade based on PAM Insight’s assessment of rising leaders in wealth management.

In my spare time, I enjoy indulging my obsession with cycling, whether racing with my club (albeit mostly unsuccessfully!) or just getting out with friends/family.

Ben Aukett