OUR FINANCIAL PLANNING SERVICES

Holistic Financial Planning & Advisory Services

We believe financial freedom and successful wealth management don’t happen by chance, but by choice – they’re the result of careful planning and preparation.

That’s why PWS Group provides holistic financial planning, providing a comprehensive range of solutions designed to cater for the changing needs of clients. And while each client of PWS Group is unique, we understand that they desire the same standard of exceptional service.

Use the selection wheel to navigate to the financial area that most interests you. Alternatively, please click on the link below to find out more about our financial planning services..

Our Services

Protecting You & Your Family

Through our insurance division we are expertly placed to cater for all the insurance needs of our clients. Whether it is life insurance, critical illness or advice on Inheritance Tax, PWS Group can offer bespoke advice to match the requirements of you and your family.

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Investment Services

Whether its trading, enlisting the services of a Globally recognized Discretionary Investment Manager or both PWS Group can provide platforms and access to cater for all your investment needs.

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Retirement Planning

Successful planning must start early and is an incredibly complex process that requires expert advice, persistency and constant monitoring. Contact us to learn more about our expert retirement planning services.

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Pension Review

Ensure you and your loved ones get the most from your pension. With fast moving pension legislation and tax treatment of pensions, it is vital you understand all options available to you.

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Business Protection

When running a company you can be so consumed with day to day responsibilities such as securing contracts, employee issues, profit and loss that we neglect to plan and protect our business for unexpected.

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Other Services

Through our professional network we can introduce clients to a range of professional services that enhance and compliment our expert financial planning advice.

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FIND AN ADVISER

PWS Group has experienced and qualified financial advisers ready to assist you wherever you are.

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Contact Us

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Book a Review

If you are already a client of PWS Group and would like to speak to your dedicated financial adviser, please enter your details here.

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