Already retired?

You did it! Congratulations! Now what?

As the saying goes…

If you stay ready you never have to get ready. We know you don’t want to think about your money all the time – leave that to us! Your retirement needs will change over the years which is why modifications will always be necessary. Our team works tirelessly to ensure your plan fits you as well as it did in the first year, every year.

Your retirement calculator

Look at what your investments could be worth in the future! As always, the key to investing is creating good habits. Pay yourself first, invest regularly, and understand that investments go up and down.

Choose a Portfolio:

Cautious

3% annual growth, low volatility.

Balanced

6% annual growth, moderate volatility.

Growth

8% annual growth, moderate volatility.

Adventurous

10% annual growth, higher volatility.

Market Commentaries

24 Jun 2025

Read time: 8 minutes

PWM Market Commentary – June ’25

May you live in interesting times is a fitting adage for the current investment landscape. The ongoing conflicts in the Middle East and Ukraine continue to pose the risk of escalation, especially if the US becomes more directly involved. These

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Investment talk

14 May 2025

Read time: 12 minutes

Using ISAs as an American in the United Kingdom

What are ISAs and why do they matter Individual Savings Accounts (ISAs) are brilliant. Truly brilliant. UK residents can take advantage of compound interest in the most tax-efficient manner; contributing up to £20,000 annually which will subsequently grow free from

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Investment talk

24 Oct 2024

Read time: 5 Minutes

What The Rearview Window Tells Us

Forgive the silly title. We drive looking forward through the windscreen, so to speak, but we need our mirrors to avoid getting hit from behind. Someone once told me the reason the windscreen is bigger than the mirror is that

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