About Performance Wealth Management

Our Mission

At Performance Wealth Management, we empower our clients to achieve their financial goals with confidence and clarity. We provide personalized financial guidance to match your unique needs, aspirations, and values.

By combining our expertise with proactive strategies and a commitment to integrity, we can help grow and protect your wealth.

Our Approach

Our client-centric approach to wealth management encompasses every aspect of your financial life. Our team of seasoned professionals takes the time to understand your financial landscape, listen to your concerns, and craft tailored strategies that align with your goals.

Our boutique size allows us to swiftly adapt to changing markets and individual needs, providing a truly bespoke experience that supports you in every phase of your financial journey. At Performance Wealth Management, you’re not just a number- you’re a partner.

At a glance

average years of experience our advisors have

of our clients come through referrals

0 %

of our staff are level 4 qualified professionals

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Our team

John Leslie

Head of Investment

John is a chartered member of The Chartered Institute for Securities and Investments and co-founder of PWM. His love of investing has fuelled a decades-long career in the financial services industry. John is a pension transfer specialist, meaning he’s in the minority of advisers who can advise on Defined Benefit (DB) schemes. He also heads up the investment department which develops and manages PWM’s in-house solutions.

Craig Wyllie

Managing Director

Craig is a member of the London Institute of Banking & Finance and co-founder of PWM. Before building a business, Craig started his financial services career in the credit and foreign exchange markets. He wears many hats as Managing Director but specialises in the client-facing aspects as that is what he enjoys the most.

Bob Newark

Compliance Director

Bob is a co-founder and chartered member of The Personal Finance Society, The Society of Mortgage Professionals, and The Chartered Insurance Institute. His financial services career began in the 1970s when he became a senior inspector with Sun Life being a founding partner of Cavendish Insurance Consultants, which merged with Homecroft Financial Management. Like John, Bob is a pension transfer specialist and able to advise on Defined Benefit (DB) schemes.

Max Leslie

Financial Adviser

Max is an associate of The Chartered Institute of Securities and Investments and a member of The London Institute of Banking & Finance. He joined PWM after an MSc in Economics to begin a career in bespoke financial planning. Max particularly enjoys helping first-time buyers purchase their first home.

Harry Yoxall

Investment Analyst

Harry is an associate of The Chartered Institute for Securities and Investments. He achieved an MSc in Computer Science with distinction and a BA in Politics and Economics from Newcastle University before starting his career in financial services. Harry is responsible for the equity research process to support PWM’s in-house financial solutions.