About Us

Our approach is simple, logical and it has benefited thousands of individuals and families over the last 15 years. We strive to provide a service that is unsurpassed in private banking or wealth management. We strive to be a haven from the hum drum of the faceless mediocrity at blundering banks and hollow 'brands'. Pall Mall is owned by independent thinkers and professionals, a group of people with a long association who share a common vision of how to build a successful business by serving their clients.

We at Pall Mall Financial Independence Ltd (PMFI) have worked together since 1989, setting up practice in 1995 at 40 Pall Mall, London. We saw the need for experienced, informed, independent advice, and this is the big driver for the growth at Pall Mall. We offer financial advice on the topics relevant to your circumstances, tailored to your objectives and requirements. The business benefits from exceptional levels of client retention and referrals from our loyal clients. We can help with your financial planning and retirement goals.

Pall Mall Financial Independence offers the following services:

  • Holistic Financial Planning
  • Pensions and Retirement Planning
  • Investment Advice
  • Life Insurance/Protection
  • Corporate Financial Advice
  • Estate Planning