We pride ourselves on being highly recommended by our clients, most of them long-standing. Here are just a few examples of testimonials sent to us by our clients, which tell you all you need to know about how we maintain excellence in meeting their service needs.
“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, Partner, Brachers 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.”
“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.”
“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
“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 were introduced to Nathan for some much needed advice in reviewing an inherited offshore trust. Nathan diligently worked with us and incorporated specialist tax advice to find a solution that worked for the whole family. Subsequently we have worked with Nathan to put in place a comprehensive financial plan that has given us great peace of mind over our finances.”
Non-Domiciled Client, London
For further information on how we can help you build and protect your wealth, please contact us.