Helping you complete your personal financial journey
Your personal wealth journey starts here
Your pension freedom journey starts here
The next steps on your business journey start here
Your business protection journey start here
Your out-sourced auto enrolment journey starts here
Your will, estate and funding care journey starts here
What makes Panoramic Wealth Management so different?
It’s because we specialise in helping our clients to realise their financial ambitions and objectives with solutions which perfectly reflect their own personal life journeys, and their own personal landscapes.
What’s your journey?
Start your journey with Panoramic by selecting which best matches your requirements.
Meet the team
Gary Jefferies
Managing Director & Chartered Financial Planner
“I want for my clients exactly what I want for myself and my family – to be financially secure because of the good decisions and choices I make.
This drives our thinking each and every day”
Alison Sayer
Paraplanner & Pension Technician
“We realise that for most people success is about arriving at retirement financially comfortable. I’d back Panoramic to help you on every stage of that journey”
Jill Jefferies
Company Secretary
“I understand that not everyone starts their financial journey from the same place and we all have different personal landscapes. We’re always able to help those with realistic goals”
Ross Jefferies
Trainee Financial Adviser
“I’m really interested in those at the beginning of their personal financial journeys. Our aim is to help them make a good start and find their way”
