Company directors
and executives

If you occupy a senior position within your organisation, you’re likely to have a highly demanding professional life. And while you’re working hard today, it’s important to make financial provisions for tomorrow – putting in place the building blocks of your future financial freedom.

Our individually tailored approach is specially designed to respond to your needs and circumstances. Together, we’ll examine all aspects of your financial situation. That way, we can give you sound, trustworthy and independent financial advice. Even as your needs change over time.

With a focused, long-term plan in place based on expert advice and research, we’ll help you accumulate, preserve, enhance and pass on your wealth to future generations.

Guiding you to financial freedom

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

Specialist advice for your current and future needs

Managing your wealth is rarely about one thing in isolation. It’s about bringing together the elements that shape your financial future — from your pension and investment portfolio to the way you plan for your estate and tax. We help you make sense of how these pieces fit together, so you can feel confident about the decisions you make.

We also know that looking after your wealth often involves a wider circle of expertise. Many of our clients already work closely with solicitors, accountants or tax advisers, and we’re always happy to collaborate with them. If you’d prefer, we can also introduce you to trusted professionals we work with regularly.

From our experience, you may be navigating questions such as:

  • How recent pension legislation — including the reduction in the Lifetime Allowance — affects your plans
  • How to make the most of your annual tax allowances so you keep more of what you’ve earned, especially in retirement
  • How to invest for your future in a tax-efficient way while building wealth with clarity and purpose

Wherever you are on your journey, we’re here to guide you with clear, expert advice tailored to what matters most to you.

Our approach

 

Your Lifetime Wealth Model will be the first building block in your retirement planning strategy. So we start with questions about your financial situation and future goals. We then help you develop a coherent and flexible long-term strategy.

This can also include a Tax optimisation strategy that addresses the payment of future tax bills alongside longer-term tax planning. We can review your mortgage requirements and explain how an offset mortgage could help you. And we can evaluate whether you and your family need protection policies that would provide if you were unable to work.

Your time is precious. And we understand how juggling your clients’ needs leaves little time for your own affairs. That’s why you’ll have access to our Private Office whenever you need it. With services designed to be the first port of call for the specific needs of high-net-worth individuals, including:

  • Dynamic cash management for superior returns
  • Bespoke insurance plans based on your circumstances
  • Personal estate planning and financial advice on wills and trusts
  • Property search and mortgage provision in the UK and internationally
  • Tailored foreign exchange offers

With our advisers available to you at any time and regular financial reviews scheduled around your work commitments, we pride ourselves on being responsive to your needs. Even as they change over time.

We aren’t affiliated to any particular group or bank. This means that we aren’t tied into promoting or selling the products offered by any one provider. Instead of only offering a ‘one size fits all’ approach, we prefer to work with you to assess your individual needs, appetite for risk and the length of time you wish to be invested.

With our Investment independence and innovation, we’re free to make the most appropriate recommendations for you. With in-depth market knowledge and unique insights we gain from our partners – leading research group ARC Research – we create a tailored portfolio with a blend of the best managers. Whether you’re looking for a high-risk, high-return strategy or something more cautious and consistent.

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