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Financial Advice

PWH Financial Advice

At PWH our clients benefit from our Independent Wealth Planning Professionals’ knowledge and experience in the South African and United Kingdom markets. Our team will provide you with the best options to invest your wealth or protect your wealth in line with your personal objectives, considering risk profiles, tax and recommended product structures. We offer the following, specific to your needs: 

PWH Introduction

Goal setting and fact finding

Analyse and evaluate financial position

Present analysis and recommended advice

Implementation

Ongoing reporting and reviews

Our professional fee is based on the complexity of the work and the time required for both the initial process and the resulting plan.

By investing in the planning process, you recognize the value it brings in setting the foundation for your future financial success.

If you decide to have PWH implement your plan, we will charge an ongoing fee based on the assets we manage for you. This fee includes ongoing planning advice, annual review meetings, and support services.

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