Logo

Call us now on

01902 790150

Investment Planning

K

Building, managing and growing your portfolio with our Professional Advisers, to ensure your investments stay on track

Whether you’re looking to grow your investments, generate a new income source or preserve your wealth, we offer a range of services to suit your goals and approach to investment.

As part of our commitment to you and your evolving investment portfolio, you’ll receive an annual review meeting with your adviser focusing on a wide variety of key areas, such as:

A refreshed look at any changes you may have to your needs and circumstances

Reassessment of your attitude to investment risk and ability to bear losses

A review of your financial goals and priorities

Market commentary and a discussion around your investment objectives

A review of your retirement income (if you have a pension drawdown arrangement)

Access to wills, trusts and estate planning services.

Keeping everything under one roof, your annual review could also include opportunities to manage, review and make changes to your investments.

Whatever your goals, you can choose the investment service that’s right for you. Whether you have an existing portfolio, or you are looking to get started with investing, our in-house experts can support you in the management of your investments to any level.

The Financial Conduct Authority does not regulate will writing, trusts or estate planning.
K

OUR INVESTMENT SERVICES

Managed Portfolio Service

We offer a range of Model Portfolios designed exclusively for our clients

Advisory Service

The final investment decisions remain with you
Managed Portfolio Service
A Model Portfolio Service (MPS) is an investment management service whereby the investment decisions, such as selecting assets to buy, hold, or sell, are delegated to a specialist investment manager. They will use their expertise to make investment decisions as appropriate to meet the portfolios objectives. This allows for more frequent reviews and adjustments, helping portfolios remain aligned with the intended risk profile and reducing asset allocation drift caused by market movements.

At PWM, we work closely with our appointed investment managers, offering valuable insight into our clients’ goals and financial priorities. This ongoing collaboration ensures the portfolios we offer remain well-matched to our clients’ investment objectives and styles.

By entrusting portfolio management to these specialists, our clients benefit from cost-efficient access to expert fund management.

Advisory Service
When you use our Advisory Service, you will receive recommendations on how to best structure your investments, but you give the go ahead before any decisions are implemented.

You’ll continue to be involved in the investment decisions, but with the help and support of our in-house experts. Working closely with us, you’ll hear options and opportunities annually for your investment portfolio, but continue to have the final say in what happens with your money.

K

WE’RE WITH YOU EVERY STEP OF THE WAY

They say, ‘money makes the world go round’. We prefer to say, ‘people make the world go round’. Your life, your hard work, your hopes, your dreams. Every step of the way, we’ll be there.

It’s our goal to help you build you a financially secure future.

Learn more

30+
YEARS OF FINANCIAL EXPERTISE

Traditional Financial Advisers for the Modern World.

With over 30 years of experience, our role is to provide you and your family with the financial confidence to live life however you want to, now and in the future.

We help to create the financial confidence, you create the memories.

K

OUR FINANCIAL ADVICE SERVICES

Our financial services are designed to put you first and determine the most effective way to achieve your goals. It’s expert financial advice unique to you.
K

Financial Planning

K

Inheritance Tax

K

Retirement Planning

K

Protection Planning

K

Investment Planning

K

Mortgage Planning

K

START YOUR JOURNEY WITH US TODAY

We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.

Get in touch