Expert support for those one-off complex financial decisions — and the first step towards lasting peace of mind.
When big financial questions arise, having an experienced and impartial perspective can make all the difference. We offer clear, considered, fixed-fee advice tailored to your specific needs and circumstances.
Every assignment is handled by a Chartered Financial Planner, supported by our in-house team of financial and legal experts. You benefit from the same depth of knowledge and diligence as our long-term clients.
Whether restructuring assets, reducing tax liabilities, managing an inheritance or windfall, or road-mapping a specific financial goal, we help you take confident steps towards your financial goals — with clarity and purpose.
Do you need financial guidance for a one-off issue?
Not every financial challenge needs an ongoing advisory relationship. That is why we offer one-off financial assignments: bespoke, fixed-fee engagements that address specific issues or opportunities, with the same level of care and insight that we bring to all our work.
Whether you are navigating a family inheritance or unexpected windfall, selling a business, transferring assets, making sense of a legacy investment portfolio, or addressing a specific tax concern, we are happy to help – provided we believe we can add real value.
Many of our long-standing client relationships began with a one-off assignment. If you are facing a financial decision and would like expert guidance with no ongoing obligation, we will always be open to a conversation.
“Your help and guidance was most invaluable and very much appreciated. I cannot thank you enough for all that you have done for me – you were wonderful.”
A one-off assignment gives you access to targeted, independent advice on a specific financial issue — with no ongoing commitment. Typical scenarios include:
We start with an initial conversation to understand your goals and circumstances. If we believe we can add value, we will set out our suggested scope of work and timescale, and agree a fixed fee upfront. Should you decide to proceed, we will start work on the assignment.
Please note: this is not a full financial review or an ongoing service. If broader support is needed, we would be delighted to provide it through our holistic financial planning and wealth management services.
A real world example of One-Off Financial Advice in action
A family approached us after inheriting a substantial portfolio of buy-to-let properties. They had no desire to become landlords, and the associated tax liabilities were complex and burdensome.
We designed a phased exit strategy to liquidate the properties over time, using all available allowances to minimise tax exposure. The proceeds were reinvested to create a more diverse, income-generating portfolio aligned with the family’s long-term goals.
This one-off assignment delivered clarity, reduced stress, and helped the family regain control over their financial future.
Your journey, in three clear steps.
We take time to understand your circumstances and assess whether we can add value by taking on your assignment. This first step is free of charge and carries no obligation.
You will receive a written scope of work, tailored to your situation, along with a clear, upfront quote. There are no hidden costs and no pressure to proceed.
If you choose to go ahead, we will carry out the agreed work as outlined in the proposal – with professionalism, care and clarity at every step.
Our clients often tell us that the most valuable part of working with PMW is the feeling of being genuinely cared for. It is not just about financial outcomes – it is about trust, peace of mind, and knowing someone is always in your corner.
*To protect the privacy of our clients, names and photos have been changed. However, the testimonials reflect genuine feedback and experiences.
Book your complimentary consultation today and discover how our tailored financial advice can help you protect what matters and plan for the future – with clarity, care and expertise.
From financial planning to wealth management and estate advice, our services are designed to support you at every life stage.
We know it is not always clear where to turn when faced with a complex financial decision. These FAQs cover the practicalities of our one-off assignment service — what is included, how we charge, and what to expect.
If you would like to discuss your situation or explore whether this type of advice is right for you, please get in touch or book a complimentary consultation.
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Once we have assessed your needs, if appropriate, we will arrange an initial meeting. The meeting will be with one of our Chartered Financial Planners. The purpose of the meeting will be to discuss your circumstances and objectives and understand what we can do to help. Advice will not be provided at your first meeting, although if we believe we can help you to achieve your objectives we will explain your options and outline any costs.
Simply complete the form below and we will be in touch.
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