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

07/02/2020
More than half of workers don't know the current size of their pension pots

Over half of workers (54%) do not know the current size of their pension pot – or pots – a PLSA consumer survey has revealed. The news comes as the PLSA released its latest consumer research figures that highlighted the concerns of savers about their pension contributions and the knowledge gap for their own pension savings.

Read More

Client Guides and Digital Magazines

06/01/2020
Setting Financial Goals

Taking control of our financial life requires planning, and that starts with setting financial goals. Setting short-term, mid-term and long-term financial goals is an important step towards becoming financially secure and independent.

Download Setting Financial Goals Guide


Paul is extremely personable and puts you at ease. He was able to listen well to our concerns & advise & guide us accordingly. His help has been invaluable and has refocused our minds on achieving our goals & dreams.

A Different Way to Manage Wealth

 
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