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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.

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.