Parallel Wealth Management Information

Money was never really about the money. It's about the life you want, the choices that scare you, and the quiet question underneath all of it - will I be okay? That's where we start. Parallel Wealth Management is the financial planning and wealth management practice for people who'd rather think clearly about money than feel managed by it. Most advice starts with a number. We start with you. The PWM way comes down to three things. Start with the life, not the money - everything in the plan follows from what a good life looks like to you. Keep it simple enough to use because a plan you don't understand is a plan you won't follow. And plan for how you'll feel. Markets wobble and life turns, so we build for the emotional ride, not just the spreadsheet. We work with business owners turning company value into personal freedom, families navigating inheritance and life transitions, professionals planning the life that goes with the career, and people approaching or in retirement who want the next chapter to feel chosen rather than forced. Parallel Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. SJP Approved: 30/07/2026