We advise partners in leading law and accountancy firms, investment bankers, entrepreneurs and wealthy individuals.

Here is what some of them have to say …

The lifetime wealth model is the closest thing yet to a crystal ball!

"I moved to PWM several years ago and have been absolutely delighted with my choice.

The difference is that you actually care about what my future is going to look like and work very proactively to optimise my portfolio so that I can concentrate on making the money while you think creatively about what to do with it.

I particularly like the Lifetime Wealth Model. It's the closest thing yet to a crystal ball! Extremely clever, it gives a very rich and graphic model of how decisions today will affect financial life long into the future. That's invaluable."

Head of M&A, Leading City Law Firm