P S F M

Business Details

Your Trusted Partner for Financial Planning and Wealth Management Solutions

P S F M is a leading UK-based wealth management firm dedicated to helping clients achieve their financial goals through tailored solutions. With a focus on client-centric service, we specialise in retirement planning, tax minimisation, inheritance tax strategies, and investment management. Our team of 325+ client-facing professionals provides expert guidance to individuals, families, and business owners, ensuring their financial plans align with personal aspirations. Backed by an international financial services group, we combine local expertise with global resources to deliver dependable support. Our commitment to excellence is reflected in a 92% client satisfaction rate and a 5-star Defaqto rating. We operate from 16 UK offices, managing 38.3bn in assets as of June 2025.

Our approach prioritises transparency, with no hidden fees and clear communication throughout the advisory process. Clients benefit from a structured consultation journey, including cash flow modelling and scenario planning to enhance financial resilience. We maintain authorisation and regulation by the Financial Conduct Authority, ensuring adherence to rigorous industry standards. Our long-term partnerships with clients are built on trust, experience, and a deep understanding of evolving financial needs.

Services

Retirement planning Tax minimisation Inheritance tax planning Investment management Business financial planning

Highlights and features

We manage 38.3bn in assets under management and administration
Our team includes 325+ client-facing professional advisers
92% client satisfaction rate from ongoing surveys
5-star Defaqto rating for service excellence
16 UK offices providing localised financial expertise

Associations and certifications

Financial Conduct Authority (FCA)

What people say

Expert financial guidance Personalised service Highly knowledgeable team Excellent client support Trusted advisors

Website

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Services

Retirement planning

We help clients prepare for retirement through comprehensive cash flow modelling and investment strategies. Our experts assess current assets, future income needs, and risk tolerance to create tailored retirement plans. Clients benefit from scenario analysis to ensure financial security during their post-work years.

Tax minimisation

Our specialists develop strategies to reduce tax liabilities across income, capital gains, and inheritance taxes. We utilise legal tax-efficient vehicles and structures to preserve wealth for future generations. Regular reviews ensure compliance with evolving tax legislation.

Inheritance tax planning

We create bespoke solutions to mitigate inheritance tax while aligning with clients' wealth transfer objectives. Services include trust structures, lifetime gifting strategies, and business property relief opportunities. Our approach balances tax efficiency with family legacy goals.

Investment management

Our discretionary investment service tailors portfolios to individual risk profiles and financial objectives. We offer access to global markets through actively managed funds and direct holdings. Regular performance reviews ensure alignment with changing market conditions.

Business financial planning

We assist business owners with succession planning, asset protection, and personal wealth management. Services include share incentive schemes, corporate tax planning, and exit strategy development. Our integrated approach addresses both business and personal financial objectives.

People

Luke Farrington

Senior Corporate Communications Manager

Luke Farrington leads corporate communications at P S F M, managing media relations and internal messaging. With extensive experience in financial services communications, he ensures consistent brand representation across all channels.

Questions

What services does Canaccord Wealth offer?

We provide wealth management, financial planning, investment management, tax minimisation strategies, and inheritance tax planning for individuals and business owners.

Are there any fees for initial consultations?

Our first consultation is free with no obligation, allowing you to explore our services before committing to any ongoing arrangements.

How does the consultation process work?

The process begins with an introductory call, followed by a face-to-face consultation to develop your personal wealth plan using cash flow modelling techniques.

What is the minimum investable asset requirement?

We typically work with clients who have over £250,000 of investable assets to ensure appropriate service delivery.