Welcome to Private Wealth Management Ltd

"  We realise that everyone has different goals in life. And we respect that.
   Our role is to help you acheive your goals by listening, understanding
   and providing realistic financial strategies.

   We work at building long term relationships and step by step, we will 
   help you grow your wealth and lay a path for a bright stress free future... "

Wealth is to be enjoyed. Whether you are accumulating it, benefiting from it or looking to pass it on to your family, wealth never stands still. Good management of your wealth means you can do all the things you want while still focusing on growing your wealth.

However few of us manage our wealth or finances well. This is hardly surprising; the financial world is complex and fast changing and we have neither the time nor very often the inclination to make the most of what is on offer. 

Private Wealth Management is completely independent, has no ties to life assurance companies or fund management groups. We are answerable to our clients and to our regulator the Financial Services Authority and no one else. The result of this is that we are better able to match your needs with the best available solutions.

We concentrate on nurturing long term relationships. Articulating your dreams and developing financial strategies to achieve them often takes time, which is why we prefer to work with you over time designing, creating and implementing successful strategies, although we are happy to under take work on a transactional basis if you wish. 

We hope you find our website both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you. If you do have any suggestions please e-mail us or use one of our contact forms.

 

Private Wealth Management has been awarded Buy with Confidence status by East Sussex Trading Standards.    ‘It is very important for us to be seen as a reputable firm acting in the best interests of our clients. It is brilliant that Trading Standards have confirmed that people can Buy with Confidence from us.’   Companies are vetted before being considered for the award. They get Criminal Records Bureau clearance for all staff who work in people’s homes, ensure staff are properly trained for their work and the business responds promptly and correctly to customer complaints.