Pyrmont Wealth Management is a leading team of forward-thinking individuals who believe in providing quality Life Centred Financial Planning advice delivered via our LifePlan process.
As a fully regulated firm, Pyrmont Wealth Management hold both SFC Type 4 and 9 licenses as well as an insurance license from the Hong Kong Confederation of Insurance Brokers.
Whilst we are a Hong Kong based firm, we take a global view and in addition to local clients we actively support clients across the UK, mainland Europe, The Middle East, Asia and Australia
Importantly, our transparent fee-based approach means that we are always aligned with your best interests
Our purpose is to help you achieve the best life possible with the money you have. We work in partnership with you, putting your life at the centre of our conversations. We will take time to understand you, your background, philosophy, needs and objectives so that we can help you put your money to good use. In so doing, our aim is to provide you with a better Return on Life not just a better return on your investments.
We will help you get your financial house in order and will help keep it that way. We will help you provide for your lifetime income and expenditure needs and your tax planning, investments, protection and estate planning. Our aim is to simplify your life and to save you time and money.
We use the latest financial planning software to help you to visualise your financial future,
to assist you in prioritising your goals and to benchmark our progress towards achieving them.
We provide insight and guidance to help you avoid emotionally driven decisions in important money matters. We are available to consult with you to ensure you have all the necessary information needed to make informed and smart choices.
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