Partners Wealth Management enters an exciting new chapter. Having seen sustained growth in recent years, both new clients and advisers are attracted to our increasingly rare investment independence and cutting-edge reporting. In addition, we are growing our research, technology and operational capabilities to deliver an ever-improving service. The firm’s expansion has led to our move to bigger premises on 20 St. Andrew Street, London, EC4A 3AG.
We are also delighted to announce that we have been awarded the status of Corporate Chartered Financial Planners. Chartered status from the official body is an indicator of the highest standards of learning and ethical behaviour across the professional landscape, which in their own words is “the gold standard.”
Fiona Oliver, Business Director, comments: “Achieving Chartered status gives us great satisfaction. This newly acquired professional status means that we are now truly recognised as peers by our clients across professional services.”
The firm was founded as a partnership in 2004 to bring true independent advice to meet the needs of city professionals. Partners Wealth Management work with 1,500 clients with approximately £1.5bn of assets. It has no outside shareholders; as a limited liability partnership it is independent and owned by its partners, primarily the advisers responsible for long-term relationships with clients.
The firm’s early clients were mainly partners in legal and accountancy firms but the client base has widened; specialised teams now assist barristers, entrepreneurs, trustees, executives, divorcees and retirees. Clients benefit from a highly personalised service to help guide them through their life stages to achieve their financial goals, bringing them closer to achieve their Financial Freedom.