PWH Financial Services
With many years expertise, knowledge and insight into accounting and financial services, PWH is ideally placed to offer a transparent, cost-effective and professional service to every client.
Our advice team works directly with clients to understand what’s important to them, helping achieve desired goals by making the right decisions and taking a holistic approach to all we do.
Aligning money with values, we consider the smart option for your future, the best solution for your wealth and most importantly, what’s required for your long-term benefit.
Our expertise means we can provide a comprehensive service including:
- Independent Financial Advice
- Team of highly-qualified advisers
- Full support and assistance
- In-House DFM service
- In-house SIPP and SSAS division
- Dedicated due diligence team.
We work with you to provide:
independent financial advice and clarity on your wealth management plan, including a free consultation to review your circumstances and deliver a complete financial profile;
- Strategic Wealth Management Plan: we review your current financial strategy, undertake a risk analysis, and recommend the best options to help you gain the most rewarding outcome;
- An action plan for a rewarding future: we investigate all current financial activity, carry out comprehensive research and due diligence, as well as provide application and implementation support;
- Organisation and reporting: we track your progress, provide reviews and reports to support and update you on your current financial position;
- Ongoing support: a team of experts will assist you throughout the lifecycle of your financial strategy, providing a seamless service.
To book a complimentary appointment with PWH financial services, please contact us on 01455 243773