PFPWM is a marriage of the talents, skills and extensive industry experience of a group of highly motivated individuals whose aim is to become one of the U.K.’s most successful bespoke wealth and financial planning businesses.

The members of our select team have already achieved much within the industry in their previous roles and they now feel the time is right to harness these positives and concentrate them within the single entity of PFPWM.

We are dedicated to bringing real success to our clients through enhancing their financial security and their investment wealth.

From simple but successful investment, ISA and pension portfolios through to complex multi-currency wealth structures we can call upon an extensive skill-set backed up by an attentive and proactive support team to deliver winning solutions.

We would welcome the opportunity to discuss your financial goals with you and to outline how we believe we can add real value to your own financial affairs however simple or complex you feel they may be.