Professional Partnerships

We use the term professional partnerships to define both contractual and informal relationships with other professional firms that seek our help on behalf of their clients.

Private clients

Many firms of accountants and solicitors refer their private clients to PMW for advice on and management of their financial affairs. An increasingly onerous regulatory environment has made it more difficult for such firms to provide this service in-house.

Corporate Clients

PMW will assist with, or take responsibility for, advice regarding remuneration and benefits strategy. We also provide related administration and communication services and advise pension trustees on investment strategy.

We will also provide our private client services to shareholders, senior management and employees.

Trustee Clients

The responsibilities and potential liabilities of trustees have significantly increased as a result of legislative changes. Trustees need to demonstrate that they are competent and have sought professional opinion to validate their actions.

We provide investment advice to trustees and will also set up arrangements for the ongoing management and supervision of trust assets.

What to do next

Please contact us to discuss professional partnerships and your company.