PR&W was formed in 2013 by David Penney and Peter Ruddy. The company was created with a simple premise – to build a company that offers personalised, independent advice with a high level of client care.

David and Peter first started working together in 2007, but the company’s ethos and client relationships have been developed over almost half a century. Peter has been taking care of some of our clients since the 1970s, and many of their extended families and friends remain clients of PR&W today.

We really do care for our clients, which is demonstrated by the longevity of our relationships and the continuous flow of recommendations and referrals from our existing clients. As a privately owned business, we are not driven by public shareholders’ interests or sales targets – our clients’ needs come first.

We have a proud heritage in the City, with a nucleus of clients coming from within financial services. Peter is a Liveryman and five members of the team hold the Freedom of the City.

We pride ourselves on going above and beyond what is expected of us. There have been many instances where we have helped our clients with more than financial advice, and we have a strong voice in the financial planning community. We have been able, in some cases, to have an influence over protecting consumers and influencing the shape and accountability of our profession.