Independent financial advice for a secure future

Our trusted advisers will help you plan your finances and protect your wealth.

Financial Advisers

Our recommended independent financial advisers will provide honest, impartial advice based on your personal circumstances and help you to create a diverse portfolio of investments so you can achieve your goals. However, you don’t have to be managing vast amounts of wealth to need the services of a financial adviser. Our expert associates can help no matter where you are in the planning process, whether you’ve just started investing money for the future or if you have questions about the best place for your savings and pension.

Some of the products an independent financial adviser can give guidance on include tax-free savings such as ISAs, as well as other savings accounts such as trusts, share purchases, and bonds and stocks. Like PWM, the independent financial advisers we work with look in detail at your current circumstances and as your goals for the future before providing you with the information and guidance you need to make the best choice.

To speak with a qualified independent financial adviser, please call 01403 270006 and we’ll be happy to recommend one of our associates.

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