Fina Mann

Adviser

Utilising a holistic approach that accounts for every aspect of their personal and business finances, I can help my clients take full advantage of their financial arrangements, fulfil their long-term goals and maintain financial security.

I believe that financial planning is something we all need and relate to yet it’s an area often neglected. Having the right plans in place can make a real difference to help fulfil long-term goals and maintain financial security.

Having enjoyed a successful career in retail banking for many years, I qualified as a financial adviser in 2008. With a wealth of experience across commercial and personal financial advice, I now assist business owners and private clients with all aspects of their financial planning. This includes business and personal protection, retirement planning, investments, inheritance tax planning, intergenerational wealth planning, and structuring wealth and income tax efficiently.

Away from work, I love to travel and soak up new cultures, cuisines and experiences. I enjoy trying to replicate all the different dishes I try on my travels in my own kitchen. I also enjoy reading, networking and spending quality time with my family and friends.

Fina Mann
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