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Our Services

Don't refer your client to a competitor...

Clients sometimes think you know everything. But not everyone has access to in-house expertise on every topic, and it may not make economic sense to hire someone just to answer the very occasional client question.

PWT Advice provides advice on personal taxation, pensions, employee benefits and probate, wills and charity.

We are 'best friend' specialist advisers, who don't compete with you.

Caution:

If you try answering without the specialist knowledge, you risk getting it wrong (unhappy client, possible negligence action etc.). Call us now on + 44(0)345 833 9025

How we charge

Because we're a small firm, we don't have massive overheads (no HR department, marketing guys or IT boffins). We will discuss our fees with you, when we have a better idea of what you need. We prefer to charge a fixed fee, wherever possible, so you and your clients know upfront what our costs will be.