Our Approach
Our approach is designed to provide investors with an excellent value for money proposition, whilst allowing Financial Advisers to focus on financial planning, for the benefit of their clients. Being designed by IFAs, the approach to establishing an investment portfolio is straightforward and aligned to typical investment advice approaches used by Financial Advisers.
Benefits to Investors
Benefits to Advisers
*Growth and Income portfolios only.
PWS investment Seminars
Every 13 weeks, PWS holds an investments seminar at different venues around the North West. Our Portfolio Managers provide technical training to IFAs, followed by an investor’s presentation. IFA are encouraged to invite their clients to hear from the people who manage their money.
These seminars are very interactive and regularly attract over 120 attendees.