What do you want to achieve with the remainder of your life?

Achieve your life ambitions and make a positive impact on your financial future with professional wealth management advice from Panthera. Whether you’re a business owner and need an exit strategy to fund your lifestyle, or just looking for advice on financial planning for the future, we can help. We’re a local, friendly firm with a single goal, to help you fulfil the lifestyle you want and deserve, and to live it without the fear of running out of money. As financial advisors and wealth planners, we have devised a robust 4 stage financial planning process focusing on you and your goals.

Your life, your goals, your plan

The Panthera approach to managing wealth is different to other financial planning firms or independent financial advisors. We take time to look at your whole life in one picture, and offer a blend of sound financial advice and practical financial planning solutions to help you achieve your goals.

Private Financial Planning Business Financial Planning

Latest Blog

20/09/2019
Don't let your life go up in flames when you're on FIRE

Living within your means and avoiding too much debt are admirable goals that can, indeed, lead to financial independence. However, many 65 year olds struggle to fill their time during a traditional 20 or 30-year retirement.

Read More

Client Guides and Digital Magazines

01/09/2019
Estate and Trust planning

This guide is designed to give you a basic understanding of Estate and Trust Planning and the issues you may face.

Download Estate and Trust planning Guide


Paul has helped me achieve financial security for my future by detailed planning and discussion about my financial needs for both necessary living costs and to achieve the more enjoyable things in life which are on my 'wish list'. This has meant that now I have retired I can live the lifestyle I wanted to attain, even after the early death of my husband. During the weeks following my bereavement Paul was unfailing supportive and quick to outline the impact this would have on my finances and future lifestyle and reassured me that my financial affairs were in order and on track. This removed a very big concern during a very difficult time.

A Different Way to Manage Wealth

 
(function (i, s, o, g, r, a, m) { i['GoogleAnalyticsObject'] = r; i[r] = i[r] || function () { (i[r].q = i[r].q || []).push(arguments) }, i[r].l = 1 * new Date(); a = s.createElement(o), m = s.getElementsByTagName(o)[0]; a.async = 1; a.src = g; m.parentNode.insertBefore(a, m) })(window, document, 'script', '//www.google-analytics.com/analytics.js', 'ga'); ga('create', 'UA-71523159-1', 'auto'); ga('send', 'pageview');