We have been very impressed with the way in which Thoburn & Chapman Wealth Management ( Appointed Reps of PWM) have taken an holistic view of both our corporate and personal affairs, the latter being largely through the Wealth Management team. Prior to their appointment we had a fragmented approach to these matters, particularly with respect to our retirement planning. Stephen analysed our retirement plans and provided a method of how to fund retirement contributions. He looked at our Directors Share protection and Cross option Agreement, which was found to be inadequate, and we are reassured that this how now been redrafted and is nmore appropriate to our current circumstances. We particularly apprciate the fact that Stephen and Ralph work closely together on our affairs and provide joined up thinking and action plans. We would confirm that Stephen and his Wealth Management team provide a service of far greater value that we had previously experienced.

. Shaun Carr, who is a very nice man, thoroughly explained things clear and without any complicated jargon. As you can appreciate, it can be quite daunting for the client. Shaun makes us feel at ease, but at the same time is professional, stating risk factors, which is paramount to us for our sons investments. Stephen Dickinson produced a very comprehensive report to be submitted to the Court of protection for approval.the approval was granted, giving us further reassurance.

I was introduced to this company by Mr Keith Swan, a partner in the law firm Patterson, Glenton & Stracey. I was given helpful advice in relation to inheritance tax planning, before my husband died in 2003, and thereafter. It provides an added feeling of security to know that ones solicitor has full confidence in ones financial advisor.

I see Rob on a quarterly basis to review my plans and find him very professional, businesslike and friendly. The back up from his office is always efficient. I have no hesitation in referring Professional Wealth Management to my friends and business associates, and indeed have done so on a number of occasions .