If you’re looking for advice on how to protect and develop your wealth, and on the implications of passing it on to your loved-ones, speak with us. PX Wealth* delivers a tailor-made experience backed by wealth management knowledge at home and overseas.
*Incorporating TMG Financial Planning
PX Wealth has been by our clients’ side for over 20 years, helping our clients achieve their financial goals. As a core part of the PX Group, PX Wealth provides holistic and strategic wealth management solutions and has close ties to PX Pension Exchange (our UK pension transfer advisory brand).
Whether you are looking for advice on wealth creation, wealth protection, intergenerational planning, diversifying your portfolio or achieving a specific goal or objective, PX Wealth has the strategies and know how to be able to assist.
PX Wealth was initially established in 2002 by two experienced pension and investment actuaries who set in place a strong wealth management ethos. Today our team provides holistic and strategic wealth management solutions to help you achieve your financial goals.
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Our services |
We tailor our core offerings to be your wealth management partner through life’s changing circumstances. How can we help?
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Our process |
You benefit from a structured framework, with a blend of strategic knowhow and forward planning that allows us to determine your optimal financial strategy.
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Our pricing |
We keep our overall fees low so that, combined with the impact of compound growth, you are well placed to reach your financial goals sooner.
Our team of wealth experts and advisers have been designing local and cross-border wealth management strategies to help our clients achieve their financial goals for almost 20 years.
