Corporates

We believe that businesses – like individuals – need independent financial advice to thrive. So our aim is to help you protect your business and attract or retain the best employees.

Whether you’re the director of a large company or a business owner, we offer comprehensive financial advice that’s tailored to your specific circumstances. From advice on business protection, partnerships and key person protection. To employee benefits such as pensions, death-in-service, income protection, medical and dental plans. As well as flexible benefits like car, salary sacrifice and cycle to work schemes that combine to provide a total reward hub for your employees.

With our specialist, experienced advisers working directly for you, we can create a corporate benefits package that’s bespoke to your business. All based on our holistic approach to wealth management and desire to build a long-lasting relationship with you.

 

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 the challenges you face

Running a business is both rewarding and challenging at the same time. It involves looking after and protecting staff as well as the senior executives and directors. Some benefits, such as auto-enrolment, are legal requirements. Others, such as death-in-service, have become an expected element of many employees’ remuneration packages.

While it’s important to protect all staff, inevitably you may want to focus on the needs of certain individuals, especially your key people. You’ll also need to consider succession planning.

Although the overall framework of your business benefits will be unique, typically our advice will cover:

  • Company pensions and auto-enrolment – the provision of workplace pensions
  • Executive income protection that covers ill or injured employees while they’re unable to work
  • Relevant life policies that provide employees (including directors) with tax-efficient death-in-service benefits, without the need for a pension scheme
  • Key person protection as a cost-effective insurance policy that provides a lump sum should a vital person in the business die or become critically ill
  • Employee benefits such as group life assurance and income protection, medical and dental insurance, and flexible benefits schemes
  • Succession planning to secure the future of your business

The advantages of independent advice

What clients particularly value about the service we provide is our independence from any group or bank. This means that we aren’t under pressure to promote or sell the products offered by any one provider. We will never take a ‘one size fits all’ approach. Instead we work with you to assess your individual needs, your appetite for risk and the length of time you want to be invested.

Our independence also means we’re free to make the most appropriate recommendations for you based on our in-depth market knowledge and research. So you get a tailored portfolio through a blend of the best managers thanks to the unique insights we gain from our partner – leading research group  Risk ARC Research.

Find out about the advantages of our Investment Independence and Innovation.

PWM’s Private Office

As a PWM client, you’ll have access to a suite of high-net-worth services any time you need them, 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
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