Professional Wealth Management

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We are here to help you maximise your wealth
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We lead the field in setting high standards
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"Our aim at Professional Wealth Management is to surpass our clients’ expectations. We plan to achieve this by delivering a first class client proposition based upon financial advice backed by the highest professional qualifications together with an efficient and reliable administration, that our clients can depend upon.”

Professional Wealth Management (PWM) is a firm of Chartered Financial Planners, directly authorised by the Financial Conduct Authority. We are totally independent and act solely in our clients’ best interests.

PWM has two Appointed Representative firms; PWM (Yorkshire) Ltd, and PWM Investment Services Ltd. All companies adhere to the PWM ethos of providing a professional and independent financial planning service to our clients.

PWM were one of the very first IFA companies in the UK to be awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute in 2008. This is the profession’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII.


Investment Advice

It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.

Pensions Planning

Pensions are financial tools whose purpose is the provision of money in old age.

Tax Planning

Some people pay too much tax, or miss out on opportunities to reduce their tax.

Life Assurance

The aim of life assurance cover is to provide money for people who financially depend on you.

Who We Are