Investments and Wealth Preservation

Dreaming of early retirement, maybe you want to reduce your Inheritance Tax liability, or perhaps you want to get more out of your existing portfolio? Whatever your goal we can ensure your wealth is suitably invested to help you achieve success.

We will introduce you to powerful investment strategies and demonstrate practical ways to ensure you can achieve your financial goals, with assistance from some of our key partners:

  • Turcan Connell
  • Tilney
  • Quilter Cheviot
  • Brooks MacDonald

 

What you’ll learn

  • Financial planning and the power of Lifetime Financial Plans
  • It is a matter of life and death
  • Under the bonnet of the UK market
  • Investments and the new ‘digital world’
  • Maintaining a disciplined approach to stock selection
Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits