WEALTH MANAGEMENT
EXECUTED BEAUTIFULLY
Wealth
Management
Making your wealth work for you and your family
Investment
Management
Creating a personalised portfolio of investments for you
One-Off
Assignment
Helping you plan for the future with confidence
Probate & Estate
Management
Protecting you, your wealth and your family
Still here for you …
The world is a different place for now, but one thing you can be sure of is that we have not changed. We continue to provide a high quality, bespoke service to all of our clients, and are happy to talk to others who think they might benefit from our services.
PMW has maintained its own cloud-based technology for over 15 years, which allows all of our team full access to our systems, wherever they might be. That is one reason why our temporary transition to having most of our team working from home has been seamless. We do miss the face-to-face contact with our clients, but appreciate that for the moment, it is in everyone’s best interest to communicate virtually or by telephone. We are very much looking forward to the day when we can once again welcome clients to our office in Esher.
In the meantime, our existing clients continue to receive their specified service and prospective clients are welcome to contact us to find out more about how we can help with advice and management of investments and pensions. We are also happy to talk to you about drafting wills, lasting powers of attorney and our estate administration and probate services.
Please click on the link below or call 01372 471550 to find out more.
PMW has maintained its own cloud-based technology for over 15 years, which allows all of our team full access to our systems, wherever they might be. That is one reason why our temporary transition to having most of our team working from home has been seamless. We do miss the face-to-face contact with our clients, but appreciate that for the moment, it is in everyone’s best interest to communicate virtually or by telephone. We are very much looking forward to the day when we can once again welcome clients to our office in Esher.
In the meantime, our existing clients continue to receive their specified service and prospective clients are welcome to contact us to find out more about how we can help with advice and management of investments and pensions. We are also happy to talk to you about drafting wills, lasting powers of attorney and our estate administration and probate services.
Please click on the link below or call 01372 471550 to find out more.
Watch our video to find out what we can do for you
News and Insights
Diversification is the Key
Head of Marketing, Ceris Hymas, explains why our clients were so happy with investment performance at the end of 2020 and explains why portfolio diversification is key to protecting wealth. 2020 was a tough year for most and it was certainly challenging for investors, who struggled to keep up with volatile and unpredictable financial markets. […]
What is the Difference Between Making a Will and Estate Planning?
Whilst making a will and estate planning both deal with choosing who will inherit your estate and be responsible for handling all your affairs after you’ve gone, estate planning goes much further than this, putting strategies in place to ensure loved ones are protected and provided for in the best way possible
5 Reasons Why You Need a Will
If you have set ideas about who you would like to benefit from your estate when you die, or you are particular about who you would not like to inherit any of your assets, then the only way to take control is to make a will. But there are more reasons why you need a will. Let’s explore some of them in more detail.