Customer-centric wealth management advice – for UK locals and expats

A core part of the PX Group, PX Wealth was initially established in 2002 by two experienced pension and investment actuaries who set in place a strong wealth management ethos.

With close ties to PX Pension Exchange (our UK pension transfer advisory brand), our team provides holistic and strategic wealth management solutions to help you achieve your financial goals.

Tailored wealth
management solutions

Our services

PX Wealth focuses its core offerings to be your wealth management partner through life’s changing circumstances.

Our process

A structured framework, with a blend of strategic knowhow and forward planning, allows us to determine your optimal financial strategy.

Our pricing

By keeping overall fees low, combined with the impact of compound growth, you are well placed to reach your financial goals sooner.

Our professional team

Our team of experts have been designing local and cross-border wealth management strategies to help our clients achieve their financial goals for almost 20 years.

Darion Pohl
Katherine Lett
Jackie Mitchell
Steve Whyburd
Darren Wood
Vikki Barrowcliff
Andrew Lowe
Daniel Waller
Leanne Williams
Jayne Littlejohn
Juliet Connolly
Catherine Harford