We are thrilled to announce that Partners Wealth Management has been listed among the country’s top 100 financial advice firms by New Model Adviser. Every year, the outlet not only looks at business data such as assets under advice, turnover and adviser numbers; it also evaluates other important aspects such as client treatment, staff development and a forward-thinking attitude to rank the most up-and-coming and fastest developing firms.
The results complimented our “impressive statistics”, highlighting our addition of £200 million in funds under advice between 2016 and 2017, and our projection for £1.5 billion funds under advice for 2018.
We were awarded further recognition for our “special emphasis on creating an even gender divide” and our focus on recruiting, nurturing and training graduate employees. We were also delighted to receive attention for our “total rebrand” with “particular focus on achieving ‘financial freedom”, a concept about which we are very passionate and which sits at the heart of everything we do.