202 Bath Street, Glasgow, Lanarkshire, G2 4HWMake an enquiry
PWM Ltd is a boutique completely Independent Financial Advisory firm and we pride ourselves in providing exceptional customer service and most importantly true and honest financial advice.
We specialise in many areas of financial planning including:
Inheritance Tax Planning.
Savings & Investment Management.
Personal & Business Protection.
Pensions & Retirement Planning.
Corporate Financial Planning.
We have also invested heavily in new technology to enhance the service we can provide, which includes consolidated online valuations, policy schedules and if you have an iPhone or Blackberry smart phone you can access our secure services from these devices too.
At PWM Ltd we always strive to provide our clients with impeccable service and build strong foundations for long-term customer relationships. Understanding your needs and aspirations is important to us, and crucial in the creation of your bespoke solution which for private individuals will include wealth management services such as investment management, tax, banking, trust and fiduciary services; and fund administration, custodian trustee, employee administration and special purpose vehicles solutions for our corporate clients.
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