What do you want to achieve with the remainder of your life?

Achieve your life ambitions and make a positive impact on your financial future with professional wealth management advice from Panthera. Whether you’re a business owner and need an exit strategy to fund your lifestyle, or just looking for advice on financial planning for the future, we can help. We’re a local, friendly firm with a single goal, to help you fulfil the lifestyle you want and deserve, and to live it without the fear of running out of money. As financial advisors and wealth planners, we have devised a robust 4 stage financial planning process focusing on you and your goals.

Your life, your goals, your plan

The Panthera approach to managing wealth is different to other financial planning firms or independent financial advisors. We take time to look at your whole life in one picture, and offer a blend of sound financial advice and practical financial planning solutions to help you achieve your goals.

Private Financial Planning Business Financial Planning

Latest Blog

21/10/2019
Considerations to ensure Your Second-Act career is fulfilling and profitable

Your parents and grandparents might have worked at the same company for their entire careers. Today, that kind of longevity is increasingly rare. Some people are forced into a new career by the ebb and flow of the global economy.

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Client Guides and Digital Magazines

01/09/2019
Estate and Trust planning

This guide is designed to give you a basic understanding of Estate and Trust Planning and the issues you may face.

Download Estate and Trust planning Guide


Paul is extremely personable and puts you at ease. He was able to listen well to our concerns & advise & guide us accordingly. His help has been invaluable and has refocused our minds on achieving our goals & dreams.

A Different Way to Manage Wealth

 
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