Welcome to the library

Here you’ll find lots of useful information and comment to help you with your personal financial journey. The library will be regularly updated and your adviser may on occasion direct you to a document in this section. It’s also a good place to catch up on ‘What Panoramic have to say’ about the world of personal finance – and more.

New Wealth Management company is a family affair

Young Investor Press Release

A father and son have launched a new wealth management firm aimed at targeting younger investors.

Gary Jefferies and his son Ross believe these investors are often ‘ignored’ by mainstream firms...

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Jefferies goes Panoramic

Press Release

A former director of Sofa (which later rebranded as the PFS) has unveiled his new website shortly after rebranding his advisory firm.

Gary Jefferies, Managing Director of Kent-based Panoramic Wealth Management,...

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Panoramic launches as DA firm – with son on team

Press Release

A former Society of Financial Advisers (now PFS) director has gone directly authorised, rebranded his firm and brought his son on board to help meet the needs of younger clients.

Gary...

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Fresh faces: Ross Jefferies of H&D Wealth

Press Release

With many advisers wondering how to bring new blood into the profession, one IFA has brought his own son into the fold.

Ross Jefferies, son of Gary Jefferies, director of Tunbridge...

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