We are a business and private client services firm focused on Wealth Management.
P27 works with wealth management practices, independent financial advisers (IFAs) and private clients in the UK and internationally. Our areas of expertise include wealth management (financial planning, investment, retirement, protection and regulation), change, sustainability and more.
Our mission is to help wealth managers, IFAs and individuals navigate change, sustainably.
We offer a range of services for all wealth management businesses - including technical research and analysis as well as strategic support for change, such as ESG and fintech & AI integration. In addition, we provide concierge services for international individuals and families, and custom services.
To deliver our services and run our business, we tap into our network of experts and partners.
