PPN Wealth's origins trace back to the 1990s at Potter Warburg, now recognised as UBS. A group of advisors departed from Potters and established an independent Wealth Management Business, primarily focused on addressing clients' retirement needs.
Our commitment to safeguarding capital and generating tax-efficient income has consistently benefitted our clients.
Central to our business are the relationships we have with our clients. We take pride in understanding their financial affairs and take a keen interest in their lives.
PPN Wealth boasts a devoted client base, with many clients (and subsequent generations) having been part of the group since its inception, some relationships spanning over three decades. All PPN Wealth advisors are seasoned, responsive, and trusted professionals. The cohesive team at PPN Wealth shares a unified approach to client management, grounded in years of collaboration.
The majority of our clients come through referrals from existing clients. Our client relationships commence with a comprehensive financial plan to determine the most suitable and tax-efficient structures for holding investments. This process leads us to the investment phase, where we specialise in crafting an investment portfolio in line with the client’s risk profile, designed to endure the test of time. We collaborate closely with our clients' accountants and lawyers throughout this journey to ensure a cohesive plan for our clients and their financial futures.
