“Chris is no ordinary financial adviser. His is a very personal advisory service, and he takes the time to understand his clients’ financial needs and objectives. Based on that understanding, he has a very full range of investment opportunities on offer, and all completely independent of any particular providers. Not many advisers can say all this.”
Partner, US Law Firm
“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
“PWM have always shown great integrity in all my dealings with them.”
Head of UK & Global Credit
I have 21 years’ experience in the industry and became independent in 2003, joining PWM in June 2010 in order to retain that independence.
I look after high net worth clients, with the majority being partners in the major City law firms and others in the Big 4 accountancy practices . I help my clients build their assets whilst still working and then utilise them efficiently in retirement. As part of the tax planning team, I have developed specialist knowledge in researching and carrying out due diligence on non-contentious schemes that can offer significant tax advantages to the highest rate tax payers. These will all be pre-approved by HMRC.
I value the relationships I have with my clients and my aim is to enable them to achieve their financial and personal goals within a trusted relationship.