For professionals.
By professionals.

Find clarity and confidence in your future.

Take the first step

Does this feel like you?

You keep putting off financial decisions because life is so full-on

You’re approaching a major milestone unsure of the best path forward

You can picture retirement but are not sure how to get there

You’re quietly anxious about how much is “enough” for the future

How will we help you?

Create structure

When you’re unsure where to begin, we guide you through the process, turning scattered thoughts into a clear, structured plan so you can move forward with confidence.

Navigate change

We base our advice around cashflow modelling, understanding your needs, goals and aspirations to design an optimal plan for your life journey.

Maximise potential

We help you optimize pension contributions and tailor investment strategies to balance income volatility, ensuring long-term financial security and a stable retirement.

Plan ahead

We help you work out what “enough” really means for your lifestyle, your family and your future, and provide guidance on mapping out a path to get there.

Are you a…

Professionals we’ve helped

Click on the videos to hear how we’ve helped other professionals achieve their goals.

0%

of clients would recommend us to family, friends or work associates

0%

believe working with us has helped to achieve their financial goals

0%

are satisfied that we understood their goals and objectives

View all client stories

Who we are

Our team of world-class experts delivers quality at every stage of your journey.

Meet the team

Adam Walkom

Financial Planner &
Founding Partner

Adam has a deep understanding of investment markets and provides effective solutions.

Adrian Johnson

Financial Planner &
Founding Partner

Adrian works closely with professionals, advising them on how to achieve their goals.

Ammar Takhatwala

Financial Planner

Ammar specialises in providing financial advice to young professionals on their journey to establish sound financial structures.

Joanne Sheridan

Client Support Manager

Joanne engages with all clients and is a constant presence at every stage of the journey.

Frank Page

Marketing Executive

Frank manages our marketing campaigns, social media platforms and brand growth initiatives.

    
 
 
      Posted on Google  
   
   Mandy Robledo 
 275 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Great team. Very attentive, very friendly. Everything carefully explained and always happy to answer any questions anytime.
  
 
     Posted on Google  
   
   H D 
 276 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Adam and his team have been overseeing my finances for eight years. Their level of service, attention to detail, and patience has been unwavering the entire time. If you're looking for help with your financial situation you can do no better.
  
 
     Posted on Google  
   
   naz mohamad 
 307 days ago
 
 
 Trustindex verifies that the original source of the review is Google. The PWP Team are very experienced and knowledgeable they discuss with you what type of risks you are comfortable with and they tailor your investment to achieve a maximum return. I will definitely recommend PWP for any investment advice
  
 
     Posted on Google  
   
   Anji Mohamad 
 317 days ago
 
 
 Trustindex verifies that the original source of the review is Google. PWP is a very  experienced team they have the necessary knowledge to offer advice on investment queries also they respond quite quickly to any request s being made  they treat their customers  with courtesy and respect  PWP explain the investment risks after discussing with me  my long aspiration So far I am Pleased with my investment return and would recommend PWP to any potential customer who is seeking financial advice
  
 
     Posted on Google  
   
   Jayne Clark 
 914 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Having Adam, Adrian, Joanne and team look after us at Permanent Wealth Partners has been a weight of our shoulders for several years now. They make the pensions/investments work hard. They have been there for us immediately with personal financial issues and recently helped us through a major transaction. We’d recommend Permanent Wealth to anyone, even for an initial chat which was how we started.