I’m a Consultant

We pride ourselves on being able to understand your struggles because we have been there and walked in your shoes, with many of our team being ex-Consultants themselves. Let us demonstrate our experience in solving your biggest financial problems.




Manage your hard-earned money

You have spent years advising businesses and helping to get their finances in check. But how much time have you spent looking at your own finances?

Your career has enabled you to accumulate wealth, and although you have a good understanding of financial modelling, ultimately your client’s interests come first. Now is the time to sharpen your finances and unlock the key to a comfortable and stable future.

 

 

Does this sound like you?

You’re worried about your family’s future
You’re reluctant to
take risks
You’ve spent your life dedicated to clients
You’d like to know when you can retire
You want to escape the rat race of working in the city
You spend every waking hour thinking about work
You need someone to organise your finances

How we will help you

Cashflow analysis

We base our advice around cashflow modelling and will understand your needs, goals and aspirations before taking steps to positively change your financial outlook.

Mitigate risks

A considerable amount of time is spent understanding your risk profile so we can invest wisely and understand any potential knock-on effects further down the line.

Mitigate tax

We work seamlessly to maximise growth and ensure your assets accumulate tax-efficiently. As your career evolves, we will answer any questions surrounding tax.

Seek opportunities

You have your own unique investment opportunities available. We work with you to create a diverse, long-term portfolio that achieves your goals.

Delivering positive change

We pride ourselves on being able to understand your struggles because we have walked in your shoes and been consultants ourselves. We know first-hand how to solve them and we are the light at the end of the tunnel.

Learn more

Professionals we’ve helped

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

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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

Alex & Rosie Wright

Working with Permanent Wealth gives me a lot of reassurance.

Jamie Thomson

Permanent Wealth makes us feel comforted and supported.

Laurie Maclachlan

I feel very confident about my financial future.

Peter Duckworth

I feel that Permanent Wealth is a firm that you can trust.

Alex & Rosie Wright

Working with Permanent Wealth gives me a lot of reassurance.

Jamie Thomson

Permanent Wealth makes us feel comforted and supported.

Laurie Maclachlan

I feel very confident about my financial future.

Peter Duckworth

I feel that Permanent Wealth is a firm that you can trust.

Alex & Rosie Wright

Working with Permanent Wealth gives me a lot of reassurance.

Jamie Thomson

Permanent Wealth makes us feel comforted and supported.

Laurie Maclachlan

I feel very confident about my financial future.

Peter Duckworth

I feel that Permanent Wealth is a firm that you can trust.

Alex & Rosie Wright

Working with Permanent Wealth gives me a lot of reassurance.

Jamie Thomson

Permanent Wealth makes us feel comforted and supported.

Laurie Maclachlan

I feel very confident about my financial future.

Peter Duckworth

I feel that Permanent Wealth is a firm that you can trust.