PR&W is an independent, well established, City-based firm of Chartered Financial Planners.
A modern practice with a traditional approach.
We are a modern practice with traditional values – this approach sets us apart.
Our priorities are to act in our clients’ best interests and provide the highest level of personal client care. At the same time, we seek new, innovative technological developments. Our new app – the PR&W Finance Hub – and cashflow planning software are two examples of the technology we use to help you have a clear view of your finances.
We have been clients of PR&W since its inception. In my estimation, David and Peter have formed a formidable partnership, surrounded with very formidable and capable staff. I believe that PR&W represent a very safe pair of hands. I am happy and confident to recommend PR&W.
Peter Ruddy has magnificently managed not only my investments but those of my family and friends. I can’t recommend Penney, Ruddy and Winter and their amazing, helpful employees more highly.
Peter and David advise all the family. Regular meetings are always informative and clear. I have no hesitation in recommending PR&W to anyone who is looking for a first class service from an IFA. I doubt that you will find better.
I was introduced to PR&W while living in Australia. My requirements were quite detailed and complicated by having assets in several jurisdictions. Within 12 months of returning, our family’s financial affairs had been satisfactorily addressed and in good administrative hands.
As it is nearly five years since Sheila and I placed our investments into the hands of PR&W we want you to know how pleased and impressed we have been with the service and advice we have received both from you Peter and all at head office.
I have been working with Peter Ruddy for many years. To me, PR&W are more than financial planners, they go above and beyond that to make every client feel important no matter how much you are investing. I would highly recommend Penney, Ruddy and Winter to handle your finances.
The level of expertise, professionalism and care that you and your staff at PR&W have provided has been of the highest level. Whenever we have sought to invest or to move investments you have provided detailed options for us to consider and after that consideration you have implemented our wishes.
People seek advice from us for a variety of reasons. We offer solutions and strategies tailored to your needs.
You may be wondering if you have saved enough to retire now, or you might want to start helping your children and grandchildren financially. We explore your objectives, aims and aspirations and put together a plan to achieve these goals.