We can help you and your family to achieve financial freedom so you can concentrate on the more important things in life. Just starting out; building and growing wealth for your family; planning or enjoying your retirement; paying for care; or wishing to leave your legacy safe and secure?
We work with successful individuals, retirees, business owners, directors, professionals and doctors to devise a bespoke long-term financial plan to build, enhance and protect your wealth.We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
We work with successful individuals, retirees, business owners, directors, professionals and doctors to devise a bespoke long-term financial plan to build, enhance and protect your wealth.We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
Services
We are here to help you to achieve your financial goals, be that saving and investing for the future, buying or re-mortgaging a house, planning for or enjoying your income in retirement, helping your family in care, looking after your children and grandchildren's future, or leaving your legacy to your loved ones without an inheritance tax bill.
Reviews (5)
George Timms
Nov 02, 2020
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Tim was very helpful and informative during a consultation meeting (via Zoom, of course!). They employed the use of Zoom very well and this facilitated a very convenient and professional meeting. I was seeking some advice and guidance which was responded to in a very welcoming manner and I was provided with some excellent pointers and new information to work with. Hopefully I can return to PWM in the future. Many thanks for your kind support.
Paul Nelson
Aug 02, 2019
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Ian Sumbers
Jan 17, 2017
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I was introduced to Tim G and P.W.M. by a good friend. The first meeting, we got on so well, it felt I had known Tim for years. I am always welcomed when I go to the P.W.M. office, and kept up to date with relevant information as political events change throughout the world. Helping to put my mind at rest involving investments. Ian S.
Tim Limbach
Nov 27, 2016
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We have known Tim and his wife Katy, for a number of years. They are charming people and Tim has looked after our investments very well. He clearly has a good knowledge of his 'field' of expertise and judging by the number of happy clients at his Christmas party, he clearly does a good job for others.
Joshua Coppard
Nov 16, 2016
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