Insights

Niche Market Focus PWM specializes in personalized mortgage advice for individuals and property investors in the Horsham and Sussex area, presenting an opportunity to offer tailored financial products and services that meet localized client needs.

Digital Transformation The company's integration of advanced AI technology through InnoSphere and recent upgrades highlight a readiness to adopt innovative fintech solutions, making them open to partnerships with technology providers and digital service providers.

Financial Growth Opportunities With reported revenue in the range of one to ten million dollars, PWM shows potential for expansion in wealth management and financial planning services, especially by leveraging its modernized AI capabilities to attract high-net-worth clients.

Recent Strategic Rebranding The company's recent name change and NASDAQ listing under Aurelion Inc. indicate a phase of strategic repositioning, suggesting opportunities to align offerings with their evolving corporate identity and growth ambitions.

Market Trends Alignment PWM's emphasis on tailored advice, coupled with their investment in AI-driven fintech solutions, aligns well with current market trends toward personalized financial services and digital automation, providing a pathway to offer innovative solutions to their expanding client base.

PWM Tech Stack

PWM uses 8 technology products and services including Section.io, MySQL, oEmbed, and more. Explore PWM's tech stack below.

  • Section.io
    Content Delivery Network
  • MySQL
    Database
  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • Modernizr
    Javascript Libraries
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics

Media & News

PWM's Email Address Formats

PWM uses at least 1 format(s):
PWM Email FormatsExamplePercentage
First@privatewealthmortgages.co.ukJohn@privatewealthmortgages.co.uk
92%
FLast@privatewealthmortgages.co.ukJDoe@privatewealthmortgages.co.uk
8%

Frequently Asked Questions

Where is PWM's headquarters located?

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PWM's main headquarters is located at Horsham, England rh13 5ad United Kingdom. The company has employees across 2 continents, including EuropeNorth America.

What is PWM's phone number?

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You can contact PWM's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is PWM's stock symbol?

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PWM is a publicly traded company; the company's stock symbol is PWM.

What is PWM's official website and social media links?

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PWM's official website is privatewealthmortgages.co.uk and has social profiles on LinkedIn.

What is PWM's NAICS code?

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PWM's NAICS code is 52 - Finance and Insurance.

How many employees does PWM have currently?

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As of May 2026, PWM has approximately 22 employees across 2 continents, including EuropeNorth America. Key team members include Director: S. A.Director: S. M.Operations Manager: E. F.. Explore PWM's employee directory with LeadIQ.

What industry does PWM belong to?

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PWM operates in the Financial Services industry.

What technology does PWM use?

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PWM's tech stack includes Section.ioMySQLoEmbedGoogle Fonts APIModernizrPriority HintsPHPGoogle Analytics.

What is PWM's email format?

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PWM's email format typically follows the pattern of First@privatewealthmortgages.co.uk. Find more PWM email formats with LeadIQ.

When was PWM founded?

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PWM was founded in 2003.

PWM

Financial ServicesEngland, United Kingdom11-50 Employees

A mortgage strategy made for you - expert mortgage advisors in Horsham (Sussex) who get to know your property plans, life goals and personal circumstances.

If you're looking for a mortgage adviser in the Horsham or Sussex area who takes the time to get to know you and where you are in life, you've come to the right place.

Private Wealth Mortgages have a combined 30 years of experience providing the guidance you need to choose a mortgage, whether you’re a property investor, a first time buyer, remortgaging or making your next move on the property ladder.

We do this by getting to know you, listening to any concerns you may have, understanding your current financial situation and considering how that might change in the future. Then we present the options that are best for you and your family.

At Private Wealth Mortgages, it’s less about a list of lenders and more about finding the right fit for your life. We offer mortgage advice, protection and insurance policies as well a range of financial services provided by trusted partners. To discuss any of these, call us on 01403 270006.

Section iconCompany Overview

Headquarters
Horsham, England rh13 5ad United Kingdom
Phone number
Stock Symbol
PWM
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    PWM's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    PWM's revenue is estimated to be in the range of $1M$10M

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