Welcome to Pinewood Portfolio Management (PPM)

We are a boutique wealth management and financial advisory practice, combining well proven investment techniques with modern thinking and technology.

PPM combines a fresh modern approach to building and managing Investment and pension portfolios with over thirty years' financial service experience. Working closely with clients and typically their other professional advisers such as solicitors and accountants we provide financial planning and investment advice on a wide range of topics.

This includes all stages and aspects of retirement funding & planning, investing for income or growth, ethical investing incorporating modern ESG principles (Environmental, Social & Governance), wealth preservation, Inheritance Tax planning, and bespoke Trustee investments, in addition to meeting more traditional financial planning and protection needs.

Whether you are new to us or an existing client, please browse our site for more information and Contact Us for further information as required. We will respond personally, usually within 24 hours.