Premier Wealth Managers Ltd.

Independent Financial Adviser 202 Bath Street, Glasgow, Lanarkshire, G2 4HW
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
Being completely independent gives us and our clients the freedom to make the right decisions about their financial future.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Andrew McCulley
Director
adviser-person
Natasha Bechelli
Director
Where to find us

202 Bath Street, Glasgow, Lanarkshire, G2 4HW

Make an enquiry
About us

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.
Property.

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.

Our services

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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Registered in Scotland: SC430514. Premier Wealth Managers Limited is authorised and regulated by the Financial Conduct Authority. FSR reference number 587605.

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