The next step in your adviser journey starts here

At Panoramic Wealth Management we’re confident we have a fresh and compelling proposition for like-minded and ambitious advisers looking for the perfect platform to better serve existing clients, attract new clients, provide advice, and service their long-term financial needs.

How we can help you

Join Panoramic Wealth Management and be part of our journey to be recognised as one of the country's most innovative and leading financial planning advisory firms.

I have my own clients

Excellent news, but Panoramic will be able to offer you a new and motivating story to tell to clients.

What type of story?

You’ll be able to tell your clients they’ll be working with a company that recognises clients are on their own particular financial journey, set against ever changing landscapes.

I’d like more clients

Us too. We’re an ambitious company and will proactively market our proposition, story and services to new audiences.

Belonging to something ‘bigger’

With Panoramic you can take advantage of being part of a more robust proposition and help your clients benefit from the extra services you will be able to provide.

Extra services

At Panoramic we also offer specialist services over and above Personal Wealth and Pension Freedom such as Auto enrolment, Wills Trusts & Funding Care. We also help Business Owners with the next steps in their financial journey, as well as advising them on Business Protection.

If this sounds like you, and you’re looking for the next step in your professional journey, we’d very much like to talk to you.

Contact us

What we have to say

Gary Jefferies

Managing Director & Chartered Financial Planner

“Standing still isn’t an option for Panoramic, because we are also on a journey to be recognised as one of the country’s standout financial advisory firms.

That’s our journey.”

Case studies

Robert Leechman
Private Client - Chelsea

“I first met Gary in 2007 when I was looking for advice on my UK deferred pension as a member of the overseas Coca-Cola company scheme. Gary has also advised myself and my wife on utilising tax-efficient investments as well as specialised investments in start-up businesses. He is now advising my daughter with her first venture into investment planning”

Read a case study