Who we
work with

What would you like your wealth to achieve for you and your family? What is important to you? Do you seek clarity and to be listened to, not sold to?

Partners, business owners, executives, retirees and wealthy individuals who choose to work with us often do so because they want to:

  • Cut through complexity and bring order to their financial affairs
  • Save time and to focus on careers, families and other priorities
  • Gain knowledge from a professional and the confidence to act

For us, this is all about the partnership between an adviser and the client. The very definition of a partnership – ‘an enduring relationship based on trust’ – is at the heart of everything we do. And our clients are clear they want relationships, not the commoditisation we see from the banks and some national firms.

 

man hugging woman while both laugh in an outdoor environment

How we work with you

When we first meet, we begin by understanding your hopes, plans and aspirations. We ask searching questions about the financial goals you and your family have. We then translate this into a strategy that will provide you with your financial freedom.

Visualising the lifecycle of your financial needs will help you prioritise your goals. And determining where you currently are on your financial journey is a valuable exercise that allows us to plan effectively for your future.

Whether your starting point is to invest and enhance your wealth for the future. Protect against life’s unexpected events. Or planning for a comfortable retirement. Your independent PWM adviser will work in partnership with you so you have the plans in place to find the financial freedom you’re looking for.

Guiding you to financial freedom

Our aim is to help you accumulate and plan your wealth to achieve financial freedom in life.

Who we help

Professionals
We work with professionals to help guide them through all their financial needs, from tax planning to mortgages
Private Clients
We provide expert, personalised wealth management for individuals and families at every stage of life.
Professional Partners
We work alongside trusted advisers to deliver integrated financial solutions.
Corporate Clients
We advise company directors and business leaders on corporate structures, director wealth strategies, employee benefits, and pension planning — helping businesses and their people thrive financially.
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.

Learn more

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