"Our aim at Professional Wealth Management is to surpass our clients’ expectations. We plan to achieve this by delivering a first class client proposition based upon financial advice backed by the highest professional qualifications together with an efficient and reliable administration, that our clients can depend upon.”
Professional Wealth Management (PWM) is a firm of Chartered Financial Planners, directly authorised by the Financial Conduct Authority. We are totally independent and act solely in our clients’ best interests.
PWM has three Appointed Representative firms; PWM (Yorkshire) Ltd, PWM Investment Services Ltd, and PWM (Cumbria) Ltd. All four companies adhere to the PWM ethos of providing a professional and independent financial planning service to our clients.
PWM were one of the very first IFA companies in the UK to be awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute in 2008. This is the profession’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII.
We work closely with a wide range of clients to develop financial plans that achieve their financial goals and objectives. We aim to get the best possible returns for our clients and deliver appropriate advice that enables them to protect their income and assets for the future. We provide a full range of financial services from mortgage arrangements to investment, retirement and inheritance tax planning.
By getting to know our clients and fully understanding their financial goals and objectives, we form long term partnerships with them. As a firm we utilise the collective skills of our own advisers and link this expertise with our clients other professional advisers to prepare financial plans which we implement and review regularly. Financial planning can be complex, so we explain things simply to make decision making easier.
We work with private and corporate clients who are normally referred to the firm or our advisers by existing satisfied clients, solicitors and chartered accountants.
"We work very well with clients who understand the role that good financial advice plays in creating and protecting wealth. New clients are referred to us when they or their other professional advisers have identified a need. This often happens when there has been a change in financial circumstances but always when there is a realisation that they could benefit from professional advice to address their financial concerns.”
Our clients give us positive feedback.
They particularly value being part of a financial planning partnership with a firm of advisers that they can trust to look after their affairs in the long term. They feel confident that together we will achieve their financial objectives.