PWH Financial Planning Ltd
www.pwhfp.co.ukPWH Financial Planning is a 'boutique' firm of Independent Financial Advisers established in 2009 offering bespoke and impartial financial advice to individuals, companies and trustees. We are committed to independence and have no allegiance to any company or provider to ensure we maintain strong ethics and integrity in our relationships with clients. PWH Financial Planning Ltd has invested in extensive independent research facilities to ensure clients receive appropriate advice for the best available investments and products. We have a substantial knowledge base for all the main financial areas gained from many years of experience, as well as a wide range of formal qualifications. Our advice is backed up by a committed team including advisers, paraplanners, a technical consultant and experienced administrators 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. We provide a detailed written description of the work and services we offer to clients, and the fees for this work. Fees can be a percentage of clients' portfolios or fixed amounts, depending on the work involved and clients' preferences, and can be paid directly by clients or taken from an investment/pension contract. PWH Financial Planning Ltd has no external investors and is directly regulated by the FCA, under registration number 506351.
Read morePWH Financial Planning is a 'boutique' firm of Independent Financial Advisers established in 2009 offering bespoke and impartial financial advice to individuals, companies and trustees. We are committed to independence and have no allegiance to any company or provider to ensure we maintain strong ethics and integrity in our relationships with clients. PWH Financial Planning Ltd has invested in extensive independent research facilities to ensure clients receive appropriate advice for the best available investments and products. We have a substantial knowledge base for all the main financial areas gained from many years of experience, as well as a wide range of formal qualifications. Our advice is backed up by a committed team including advisers, paraplanners, a technical consultant and experienced administrators 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. We provide a detailed written description of the work and services we offer to clients, and the fees for this work. Fees can be a percentage of clients' portfolios or fixed amounts, depending on the work involved and clients' preferences, and can be paid directly by clients or taken from an investment/pension contract. PWH Financial Planning Ltd has no external investors and is directly regulated by the FCA, under registration number 506351.
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