A strategic and fundamentally


sound wealth planning process


underpins all our advice

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Ensure safe custody of money in clients personal name

Money is never held in the name of PWM or any third party

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Ensure optimisation of total cost ratios without sacrificing quality

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Complete transparency is critical

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Access to the right people that ensure high standards of client service are maintained

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Align client interests to ours thereby ensuring we are asking the right questions, interrogating the data and making decisions that are best for the client

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Ensure tax efficiency

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INVESTMENT MANAGEMENT

FINANCIAL PLANNING

PORTFOLIO MANAGEMENT

TAX EFFICIENT SOLUTIONS

FIDUCIARY SERVICES