We realise that everyone has different goals in life. And we respect that. Our role is to help you acheive your goals by listening, understanding and providing realistic financial strategies. We work at building long term relationships and step by step, we will help you grow your wealth and lay a path for a bright stress free future... "

Wealth is to be enjoyed. Whether you are accumulating it, benefiting from it or looking to pass it on to your family, wealth never stands still. Good management of your wealth means you can do all the things you want while still focusing on growing your wealth.

However few of us manage our wealth or finances well. This is hardly surprising; the financial world is complex and fast changing and we have neither the time nor very often the inclination to make the most of what is on offer. 

Private Wealth Management is completely independent, has no ties to life assurance companies or fund management groups. We are answerable to our clients and to our regulator the Financial Services Authority and no one else. The result of this is that we are better able to match your needs with the best available solutions.


We make life more than just money, we do this by using the following six steps:

The Discovery Meeting - Knowing you can trust us is vitally important, and we hope that your first meeting will put you very much at ease. At an initial ‘discovery meeting’ we like to create a profile of you that covers personal financial circumstances, your current financial situation and how you have achieved your present financial status. We will identify your key relationships, existing assets, other professional advisers, preferred process and important interests.  

Personal Goals - Clarification of your aims, objectives, concerns and aspirations. What do you want out of life, what do you want for you and your family?

Evaluation & Analysis - Establish your current financial position in relation to your future goals and determine if there is a gap between your goals and reality. 
 
The Financial Plan - We design a highly personalised plan around the objectives you have shared with us.  The plan includes the creation of a carefully considered strategy that constitutes the most efficient way of fulfilling your life ambitions. This personalised financial plan will be produce suitable recommendations as a result of Private Wealth Management’s expert analysis of your current financial arrangements and an understanding of your goals.

Implementation - Having first agreed on the recommendations made in the Financial Plan, the next step is to implement it.  This will normally consist of the completion of relevant paperwork with the full assistance provided by our highly professional and qualified Client Services Team.

On-Going Review - At regular review meetings with you we will assess how well you are maintaining your desired lifestyle and assess the progress you are making towards your goals. We will agree an action plan and schedule for any adjustments considered necessary. 


We concentrate on nurturing long term relationships. Articulating your dreams and developing financial strategies to achieve them often takes time, which is why we prefer to work with you over time designing, creating and implementing successful strategies, although we are happy to under take work on a transactional basis if you wish. 

To arrange a phone consultation with our Private Wealth Management Team please call our office on 0845 194 9644

Private Wealth Management Ltd is registered in England & Wales no. 4087553. Private Wealth Management Ltd is authorised and regulated by the Financial Services Authority no. 207530. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.