At PWM Wealth Management we do things differently. We help you live the life you want by gaining a deep understanding of where you are now and the life you want to live, both now and in the future . Taking a fresh and sophisticated approach to financial planning we work with you to ensure that every financial decision you make is the right one based on the lifestyle choices you make.
We like to think we run a great business with the right intentions and our clients at the heart of everything we do.
This is so important to us that we decided to write it down and share our values, the underlying principles to how we run our business;
- Honesty and integrity underpins everything we do
- Our clients come first and we know that relationships are built in trust, rapport and creditability.
- We will continually deliver a market leading proposition to our clients.
- We strive to ensure that our knowledge and skills are the best they can be for the advice and services we deliver.
- We know that we have to continually develop ourselves and our business to ensure that we consistently deliver market leading advice and service to our clients.
- Our comprehensive service proposition must always set us apart.
Phil Illingworth APFS
Chartered Financial Planner
Managing Director of PWM Wealth Management Ltd
Partner Practice of St. James's Place Wealth Management