FAQs

Yes, we are proudly independent. We are not tied to any financial institution or organisation, so we always act in our client’s best interests. You can read about the value of independent professional financial planning in one of our blog articles here.

Yes, in our own right. We are authorised and regulated by the Financial Conduct Authority. You can find us on the FCA Register here.

Yes. Tax planning is a core part of our advice. We help you structure investments and pensions in the most tax-efficient way, tailored to your circumstances. Find out more in our blogs section ‘Tax and Mortgage’ here.

We start by understanding your unique situation, profession and goals. Our experience across many industries means we can tailor strategies that fit your life.

Our team is easy to reach by phone, email or video call. You can even drop into the office if you’d prefer a face-to-face meeting. As our client, you’ll always have a dedicated adviser and client service manager who know your situation.

We have a whole team to support every client. From the outset, the primary adviser to a relationship introduces a second partner and our client service manager. The rest of the team is available to answer queries or assist.

Yes. Our technology is designed to make your experience as effortless as possible. You can book meetings online at times that suit you, access your financial information securely from anywhere, sign documents electronically and communicate with us quickly through video, phone or email.

We use encrypted systems, secure document sharing and best-in-class data protection to ensure your information is safe. As of 2025, we have achieved Cyber Essentials Plus, an independent UK government-backed certification that demonstrates our commitment to the highest standards of cyber security.

We have a clear and transparent fee structure. You’ll always know exactly what you’re paying for and what value you’re receiving.

No, we do not charge VAT. Our fees are exempt from VAT.

Ideally, we like to meet our clients face to face, whether at our offices in Chiswick or at your office. Many meetings are also conducted via video calls, either on Zoom or Microsoft Teams, which is often the most practical option.

No. The initial meeting is undertaken at our cost.

There is no need to bring anything to the meeting. However, it would be helpful to have a good understanding of your income, expenses, investments, pensions and liabilities.

An initial meeting normally takes around one hour.

No. We will only ever work with clients who are a good fit and where it makes complete financial sense. If the fit feels right during the initial meeting, we go away and conduct a small piece of work, for which there is no charge. We then meet again to present our work, and at that point we jointly decide if we should work together.

The best way to book the initial meeting is online through our booking system, accessible on our ‘Book an Appointment‘ page here or via the button at the top right of your screen. You can also contact us by email at hello@permanentwealth.co.uk or by phone at 0203 928 0950.

There is meter parking available in nearby streets in Chiswick.

Chiswick Park or Turnham Green are the closest tube stations.