About Us
Four decades in business
Started in Glasgow in 1984 as Portfolio & Pension Management, PPM Wealth is an independent, boutique investment management company that has always put our clients first. Our financial planning service integrates in-house discretionary portfolio management, which we provide for personal investments as well as assets within pensions, savings and trusts. Over the last 38 years, we’ve helped hundreds of clients protect and grow their wealth, and we’re proud to say many of them are still working with us today.
How we stand apart
How we stand apart
We’re completely independent
Because we’re not tied to any financial provider, we have the freedom and flexibility to search the whole of the market for the best opportunities for our clients. We’re committed to putting our clients’ interests first and doing what’s right by them. Always.
We make the investment decisions
Unlike most financial advisers, we don’t outsource our investment services – all our clients’ portfolios are managed in-house by our own experts. This means we have the freedom to adjust your portfolio when necessary to keep it on track, in line with what’s happening in the world, in the markets and in your life.
We’re transparent
Before we do any work on your behalf, we’ll outline our recommendations and agree the proposed services and costs with you upfront. Everything is set out in the paperwork we both sign so there’ll be no hidden surprises.
Our Team
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Alan Steven
Chairman
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Doug Hall
Associate Director
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Ian Black
Associate Director
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Helen Adam
Compliance Manager & Company Secretary
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Patrick Agnew
Senior Paraplanner
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Sharon Mitchell
Pensions & Investment Administrator
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Cheryl Logie
Pension & Investment Administrator
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Career Opportunities
Corporate Responsibility
At PPM Wealth, we’re committed to a business strategy that focuses on improving the ethical, social, environmental, cultural and economic dimensions of doing business. We believe that having a defined corporate responsibility approach is a win-win situation – for us as a business, our staff, our clients, our communities and the wider world.
See more about our Corporate Responsibility approach.