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Directors and Executives

If you are a Director or Senior Executive you’re likely to have an extremely demanding and time-consuming professional life. However, whilst you’re working hard today, you also need to ensure that you’re making financial provision for tomorrow, putting in place the building blocks of your future financial freedom.

What we offer is an individually-tailored, specially designed service built around your needs and circumstances. Together, we examine all aspects of your financial situation so that we can offer sound and trustworthy independent financial advice that adapts to your changing needs over time. We take a focused long-term approach, and provide the expert advice and planning needed to accumulate, preserve, enhance and ultimately pass on your wealth to future generations.

Comprehensive advice for the challenges you face

Our service offers a number of interrelated elements, such as pension provision, investment portfolio management, and estate planning and taxation strategies.

We recognise that effective management of your wealth can often require the specialist skills offered by solicitors, accountants and tax advisers. Many of our clients already work closely with advisers in these fields and we are happy to work with them. Alternatively, we can introduce you to trusted advisers we regularly work with.

We know from experience that you may face some or all of the following challenges:

  • Understanding how current pension legislation affects you, particularly the reduction in the Lifetime Allowance
  • Ensuring that you maximise your annual tax allowances and pay as little tax as possible, especially during your retirement years.
  • Investing for your future as tax-efficiently as possible and building up your wealth for the future.

Your Lifetime Wealth Model

We begin by asking you searching questions about your financial situation, your goals, aspirations and needs. Where our skills lie, is in helping you develop a coherent and flexible long-term strategy, a lifetime financial plan. Your Lifetime Wealth Model will also be first building block in your retirement planning strategy.

Our service includes other important features such as a Tax Optimisation Strategy that ensures we address with you the payment of future tax bills alongside longer-term tax planning measures. We can review your mortgage requirements, and explain how an offset mortgage could meet your specific needs. We’ll also consider you and your family’s need for protection policies that would provide if you were unable to work or were to die.

We offer truly independent investment advice and can develop a robust and well-researched investment strategy that meets your needs, helping you work towards gaining your financial freedom by amassing sufficient wealth for a comfortable retirement.

Investment Independence and Innovation

What clients particularly value about the service we have to offer is our Investment Independence and Innovation 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 never adopt a ‘one size fits all’ approach, but instead work with clients to assess their individual needs, their appetite for risk and the length of time they wish to be invested.

We’re then free to make the most appropriate recommendations for them based on our in-depth market knowledge and research. We create tailored portfolios, selecting blends of best of breed managers, utilising the unique insights we gain from our partners, leading research group Asset Risk Consultants (ARC).

By being truly independent, your adviser is able to create a bespoke portfolio tailored to your risk appetite, utilising investment groups who excel in your particular risk area. We know that some manager’s style suits those clients looking for potential high return with high risk, while other managers deliver in more cautious consistent styles.

PWM's Private Office

Our clients have access to a range of valuable Private Office services, all designed to be the first port of call for the specific needs of high net worth individuals. These services include:

  • dynamic cash management for superior returns;
  • bespoke insurance plans;
  • estate planning , financial advice on Wills and Trusts;
  • property search and mortgage provision in the UK and internationally; and
  • tailored foreign exchange solutions.

Clients who work with us benefit from our flexible bi-annual reviews which can be at scheduled to suit their work commitments, and as we pride ourselves on the level of attentive client care we provide, we are always on hand to deal with queries or provide advice. If you’re looking for a team of independent professional advisers who can help you build your financial freedom, then do get in touch.


For further information on how we can help you build and protect your wealth, please contact us.

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