Corporate
clients

Whether you’re looking for financial advice as an individual director, executive or on behalf of your whole business, we work with you as a partner. This means getting to know your specific circumstances. Building a working relationship. And selecting the services that will benefit you the most.

For individuals, our advisers create a tailored Lifetime Wealth Model based on current and future financial needs. Everything from tax optimisation to personal protection policies to estate planning.

For your business, we will provide you with the detailed financial advice you need to grow and adapt. Like creating an employee benefits programme covering pensions, medical plans and salary sacrifice schemes. Or establishing key person protections if someone vital to the business were to die or become critically ill.

As truly independent advisers, we’re not under pressure to promote or sell products from one provider or another. This means the advice we give you – or your business – is based on your needs alone and always backed by a whole-of-market analysis.

Company directors and executives

Corporates

Guiding you to financial freedom

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