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Services for PwC Partners

I have been working with PwC partners since 2010 and in that time have worked with over 500 partners across the UK, helping them with their changing needs on their PwC journey from making partner all the way through to promotion to the UK management board.

This has given me a great working knowledge of what partners need help with during their career.

I have a very strong and longstanding relationship with the partner office, partners tax team and independence / checkpoint team and as an independent financial adviser, could not be better placed to offer help with compliant solutions in the changing audit environment.

All recommendations are pre cleared via checkpoint and then logged onto your portfolio once executed.

Much of my work with partners is on building a plan for a long and healthy retirement and how to plan to have sufficient assets to achieve the lifestyle that they want. My experience on working with helping a large number of partners with their transition into retirement puts me in a great position to help current partners with their own plan.

Services available include

Cash flow forecasting building in Retirement Allowances
How and when to draw an income from your savings and investments in retirement
Compliant solutions for all partners including those in restricted roles or offices, on the supervisory / management board or in the chain of command
Financial protection for partner or spouse to complement firm benefits

* Lending to buy a larger home or holiday home, including loans to help with large renovations.

Tax efficient solutions over and above pension and ISA allowances
Providing information to the in-house tax team for your annual tax return
Assistance in completing the partner independence compliance testing documents

* If you are interested in a mortgage we can pass your details onto one of our Independent Mortgage Advisers who will be able to assist you with your mortgage. They like us are an Appointed Representative of Vision and use the whole of the market to help find you the right mortgage for your needs.

Your home is at risk if you do not keep up repayments on a mortgage or other debt secured on it.

There are a number of current partners who are happy to provide a reference on how we work together and their names available on request.

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