We know how much it means to you
At Performance Wealth Management...
We believe that managing wealth is not just about numbers—it’s about people.
Whether you are planning for retirement, managing an inheritance, or looking to diversify your investment portfolio, we are here to provide the expertise and personal attention you deserve.
Our experienced team is dedicated to helping you achieve financial security and peace of mind, ensuring that your wealth works for you and your loved ones, now and in the future.
PWM provides the level of independent advice YOU need based on the complexity of YOUR personal finances. We have decades of experience in the preservation and growth of wealth for our clients. This ranges from simple financial advice to a full wealth management service. Whether you are beginning to save or preparing your inheritance plan, we are here to help.
Our story
Founded in 2019 by seasoned finance professionals, Performance Wealth Management set out to offer a tailored approach to wealth management, ensuring that our clients receive advice that truly aligns with their unique financial goals and circumstances.
Today, our team has grown to five chartered-standard qualified Independent Financial Advisers, two of whom are among the select few pension transfer specialists in the industry. In addition to our expertise in investments and pensions, we also hold permissions for mortgage arranging, providing a comprehensive suite of financial services designed to meet the diverse needs of our clients.
At Performance Wealth Management, we are committed to delivering exceptional, bespoke financial advice that goes beyond the limitations of automated solutions.
