Client Satisfaction Survey
Unlike most large financial planning companies, PWS, its Corporate Authorised Representatives and its advisers are not tied to any financial institution, bank or insurance company. We are free to recommend products that we feel suit our clients’ needs.
Central to our success is a commitment to several core values:
- putting the clients’ interests first at all times
- placing a premium on professionalism
- adopting a holistic approach to financial planning including collaboration with our clients’ accountants and solicitors
- recognising the importance of extensive research, and
- focusing on the long-term goals of our clients