Our Financial Services

From preparing for retirement to protecting and preserving wealth, PWS Group ensures perfectly tailored recommendations for planning each stage of your financial life. Please select from the options below for further information on our services.

Family financial planning

We are experts in helping clients forecast the cost of university fees and arranging regular investment plans to cover any shortfall. We can also put a financial safety-net in place to help protect you and your loved ones against the unexpected.

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International pension planning

Receiving the right advice regarding your UK pension is essential for making the most of your retirement income. Whether you need advice on transferring to a SIPP or QROPS, or to arrange a QNUPS, this is an area in which our advisers excel.

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Protecting you & your estate

With careful planning and consideration, inheritance tax can be significantly reduced or done away with altogether. Whole of life insurance policies, wills and trusts – with the right advice, these tools can be used to safeguard the interests of you and your successors.

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Retirement planning

We can help you make the most of your current assets and income to ensure you have a retirement to look forward to.

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Wealth Management

Our advisers have access to the leading portfolio managers based in the City of London and offshore in Jersey. These professionals draw on a broad range of investment vehicles and structures to devise strategies designed to meet your long-term goals aligned to your unique investment profile.

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Business protection

The major asset of any business is its people. We can arrange protection for your employees, including group medical, life and critical illness cover, as well as help ensuring your company is fully funded following the unexpected loss of a key person. We can also help protect the integrity of your business in the event of loss of a major shareholder.

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