Premier Wealth Managers Ltd.

Independent Financial Adviser  202 Bath Street, Glasgow, City of glasgow, G2 4HW
First meeting at adviser's own cost
Being completely independent gives us and our clients the freedom to make the right decisions about their financial future.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Stockbroking services
check
Sharia finance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 24th February 2020
Meet our advisers
Natasha Bechelli
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Andrew McCulley
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

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.

Where to find us

202 Bath Street, Glasgow, Lanarkshire, G2 4HW

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 24th February 2020

Similar advisers near you

Independent Financial Adviser 0.05 mi
Providing clients look with a reliable source of financial information, they can trust year in year out since 1993.
 
Independent Financial Adviser 0.05 mi
Ken Carson is focused on delivering clear financial solutions to his clients to make their financial future real.
 
Independent Financial Adviser 0.11 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 0.11 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.