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Pettecrew Wealth Management provides independent financial advice to both private and corporate clients. We believe that it is important to seek impartial and qualified advice for the major financial decisions that you take in life, such as building a retirement fund, saving for the future, protecting your financial security, or just ensuring that you organise your affairs in a tax efficient way.

It is therefore essential that you seek professional independent financial advice from someone you can trust. We understand that trust is not generated overnight, and we provide an ongoing review service for clients that ensures that we fully appreciate your concerns and changing circumstances. Our ‘Testimonials’ section shows some of the feedback we have had from our clients. Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or contact us for further information.

We work in partnership with our clients, and other professional advisers such as Accountants, to meet their financial aspirations over a period of time as we recognise the importance of long-term on-going assistance and guidance.

Market Leading Technology

Our company uses the services of True Potential LLP to provide clients with real time valuations on their investments via a secure client website. This also allows you to check on the performance of your investments or pensions using a smartphone such as a iphone, blackberry or android powered pda.

Treating Customers Fairly

Pettecrew Financial Planning Ltd is regulated by the Financial Services Authority (FSA). Our entry on the FSA register can be viewed here.

We welcome the FSA initiative of Treating Customers Fairly and have integrated this into our advice process using market leading technology to monitor and assess our recommendations.