PWH Financial Planning

Ogólne informacje

PWH Financial Planning is a 'boutique' firm of Independent Financial Advisers offering bespoke advice to individuals, companies and trustees. We have a committed team of staff including advisers, paraplanners, a technical consultant and experienced administrators, all of who recognise the importance of meeting our clients expectations. While we have an eclectic mix of people, skills and interests; one thing we have in common is the desire to look after our clients to the best of our abilities. Flexible working, generous holiday entitlements and a relaxed culture that promotes self development is a principle cornerstone of our business, as we firmly believe that this promotes a happy and motivated working environment. PWH Financial Planning Ltd has invested in extensive independent research facilities to ensure clients receive impartial advice for the best available investments and products. We provide a detailed written description of the work and service which we offer each of our clients, and the fees for this work. Fees can be a percentage of clients' portfolios or fixed amounts, depending on the work involved and the clients' preferences, and can be paid directly by clients or taken from an investment/pension contract.