Global experts, local partners
– invested in your future
Putting investment expertise at the heart of financial planning
to meet the needs of you and your family at every turn.
An independent family-owned business with the ability to access the full universe of investments and financial products.
We aim to be your competitive advantage through our active and insight-driven research, analysis, and selection of the best investment opportunities available.
We are service-driven – not sales-driven, which is why many of our clients have been with us for over 20 years. They trust us to have their best interests at heart.
We’re here when you need us. You speak to the decision makers who have in-depth knowledge of you and your portfolio.
Long-standing
expertise
You’ve worked hard for your money, so you’ll want to look after it and do what’s best for your long-term financial security. Now in our fourth decade of business, PPM Wealth has extensive experience in protecting and growing wealth through specialist investment management and financial planning. Over that time, we’ve always focused on putting our clients’ needs first and providing a first-class service. That’s why so many of them are still with us today.
Our services
Our services
Discretionary portfolio management
- Bespoke Portfolio Service
- Model Portfolio Service
- In-House Fund Management
Tax-efficient investing
Making sure you don’t pay more tax than necessary
Inheritance tax & estate planning
Passing as much of your wealth as possible to your loved ones
Retirement planning & pension advice
Securing the retirement lifestyle you want, for as long as you need
Managing your
savings, pensions
and wealth
We believe financial planning and investment management are intrinsically interlinked. One important way we stand apart is having the expertise to manage investments in-house. Having everything under one roof makes things simpler and more reassuring for you, giving you direct access to the decision-makers who are responsible for managing your investments.
The basics of
how we work
The basics of
how we work
We get to know your unique situation, needs and goals to fully understand what you have and what you want to achieve for you and your family.
We design solutions for your savings, investments, pensions and other wealth. We’ll build and manage a portfolio that looks after your money, as well as what’s in Self-Invested Personal Pensions (SIPPs), Trusts and tax-efficient vehicles like ISAs.
Our financial planning service is there to complement your investment strategy – generating tax-efficient returns, securing your legacy and helping you secure the retirement you want.
Through ongoing portfolio management and regular reviews with you, we’ll make sure your plan continues to meet your financial goals, today and tomorrow.