About Pall Mall

Pall Mall Financial Independence is an independent wealth advisory firm, founded in the mid-1990s and led by its original partners. 

We advise a select group of private clients, families, and business owners on the long-term stewardship of their wealth. 

Our role is to bring clarity and structure to complex financial affairs—aligning investment strategy, tax planning, and long-term objectives into a cohesive, considered approach.

The firm is built on continuity, discretion, and independence of thought. Many of our client relationships span decades and generations, and the business continues to grow primarily through recommendation.

We act as long-term advisers, providing perspective, discipline, and coordination across all aspects of our clients’ financial lives.

Our Areas of Advice

• Long-term financial planning
• Investment strategy and portfolio oversight
• Pensions and retirement structuring
• Tax-efficient wealth planning
• Protection and risk management
• Business and corporate advice
• Estate and intergenerational planning