Private Client Consultancy Wealth Network
Company

Private Client Consultancy Wealth Network

Financial Services 2 employees
Employees
2

Private Client Consultancy Wealth Network Overview

Website
pccwealth.com
Industry
Financial Services
Employees
2
Founded
2020
Funding
1
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Private Client Consultancy Wealth Network

At PCC Wealth Network, our mission is simple: to empower financial advisers to build more effective and successful businesses. We provide the infrastructure, tools, and support to help independent financial advisers (IFAs) overcome the challenges of running a business, from compliance and regulatory hurdles to operational costs and strategic partnerships. Our focus goes beyond just offering a compliance umbrella. We help advisers navigate the "4 barriers to entry"—legal, technical, strategic, and brand awareness—enabling them to thrive in the ever-evolving financial services landscape. Whether you're a new venture or an established business, PCC Wealth Network is designed to future-proof your practice, giving you the freedom to operate independently while offering full support for growth and sustainability. With access to IDD, MiFID, and FINMA licensing, we ensure you remain compliant and competitive, allowing you to legally serve clients across the EU, Switzerland, and the US, even post-Brexit. We also provide exclusive product partnerships, insurance bonds, and platform solutions to enhance your client offerings. Our DNA is built on four core principles: Independence: Your business, your way. We respect your independence, and so do we. Future-proofing: We're today’s network for tomorrow’s businesses, helping you stay ahead in a rapidly changing world. Enablement: We provide the tools and resources to help you build a successful, sustainable business. Value: We help you grow, ensuring you reap the benefits of your hard work. If you're an IFA looking to expand internationally and take your business to the next level, PCC Wealth Network is here to support your journey. Contact us at human.resources@pccwealth.com to learn more about joining our network.

Private Client Consultancy Wealth Network Contact Details

People in AeroLeads
2

Private Client Consultancy Wealth Network Org Chart

Sample employees and titles
Name Title Contact
Shane Haran Finance Administration Coordinator at Pcc Wealth Network
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Miles Macdonald Wealth Manager @ Pcc Wealth Network - Independent Financial Advice
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Private Client Consultancy Wealth Network Tech Stack

Cloud / infrastructure 2 profiles

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