Our Team

Our team

Max Leslie

Mortgage Adviser

Max is an associate of The Chartered Institute of Securities and Investments and a member of The London Institute of Banking & Finance. He joined PWM after an MSc in Economics to begin a career in bespoke financial planning. Max particularly enjoys helping first-time buyers purchase their first home.

Craig Wyllie

Managing Director

Craig is a member of the London Institute of Banking & Finance and co-founder of PWM. Before building a business, Craig started his financial services career in the credit and foreign exchange markets. He wears many hats as Managing Director but specialises in the client-facing aspects as that is what he enjoys the most.

Carrie Byron

Lead Administrator

Like Robin to Batman, Carrie works alongside Max to provide a top-notch customer experience throughout the mortgage journey. She keeps the SWM train on the tracks through her network of relationships with clients, providers, and advisers.