Financial Planning
We will take the time necessary to gain a firm understanding of your personal background, your assets and income flows, your concerns and aims for the future.
Wealth Management
We pride ourselves upon the depth of experience we bring to the table when it comes to investment selection and portfolio construction.
Specialist Services
Ranging from syndicated commercial property opportunities to bespoke life insurance packages for private businesses we offer a range of specialist services to meet your needs.
Welcome to PFPWM
We are a dedicated team of financial professionals who take great pride in the mix of innovative financial solutions and traditional financial values we bring to our clients’ lives.
Within these pages we hope to give you a flavour of what we can achieve. We aim to continue to implement and enhance the successful strategies we have developed throughout our joint careers in building financial solutions to secure real and substantial benefits for our clients.
Privacy Notice
We have produced a privacy notice to explain how we use any personal information we collect about you. Our notice can be viewed here.
PFPWM Financial Planning LLP is an appointed representative of PFP Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. PFP Wealth Management LLP is incorporated in England and Wales at 6 Grosvenor Street London W1K 4PZ under registration number OC330707.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit http://www.financial-ombudsman.org.uk/