Professional partners

We know that there are various areas where our experience and knowledge can be useful to professional advisers by enabling them to offer added-value services to clients. And over the years, we’ve built up a dynamic network of professional partners who we’re delighted to work with on a regular basis.

By choosing to work with PWM, we can work together to combine our complementary skills and ensure your clients receive a full service that gives them the very best solutions for their needs.

We understand the special nature of the relationship you’ll have with your clients. Which is why we collaborate closely to deliver solutions that sit comfortably alongside the advice you already offer.

We’re happy to invest time up front in a meeting to discuss how we could help you fulfil your clients’ requirements. At this meeting, we’ll explain our philosophy and guiding principles. Outline the ways we could work together. And suggest some of the high-quality services we could both offer to your clients.

We’re able to do this because we’re truly independent and not beholden to third parties. It means we can give your clients the unbiased advice they need when it comes to their finances.

Legal professionals

Private client accountants

Tax advisers

Guiding you to financial freedom

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

Living up to the highest standards of client care

It’s clear that service and reputation are the mainstays of good advisory services. So our commitment to you is that we will always operate to the highest possible standards.

Our business has been built largely from repeat business from satisfied clients, their referrals and introductions from other professional advisers. We think that says a lot about the standard of advice and care we provide. Our existing clients tell us that we are knowledgeable, experienced and have a keen eye for detail. Perhaps most importantly, we’re a friendly and approachable team who promise to treat your clients as if they were our own.

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