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PWM wins prestigious STEP Private Client Award

To add to an amazing year, we have just won the Financial Advisor Team of the Year category at the STEP 2019/20 Private Client Awards.

Hosted by STEP, the worldwide professional association for those advising families across generations, the Awards are highly regarded as a celebration of excellence across the private client world. All entries go through a rigorous, practitioner-led judging process to select the best in the industry. These are truly the OSCARS of the private client world.

The Financial Advisor Team of the Year category had a strong set of finalists, and we beat Close Brothers Asset Management, Goodbody, Gracechurch Wealth Management and Holden & Partners to the top prize.

The Judges said: ‘Partners Wealth Management’s entry stood out because it was focused and innovative, demonstrating a clear and transparent business model and a progressive approach to career development within its highly qualified multi-disciplinary team.’  

Congratulating all the winners, STEP worldwide chair, Simon Morgan TEP said, ‘With admissions flooding in, the judges had their work cut out this year, but as ever, the Awards are all about quality. We were delighted to see so many deserving winners honoured, and wish them, and the runners-up, every success.’

James Roberts, Managing Partner, commented: ‘I am so proud of our brilliant adviser team for winning a trophy at the STEP Private Client Awards. Bringing home the STEP Financial Advisor Team of the Year is a great achievement as this judges the whole of the independent financial adviser world in one category. We are thrilled to be crowned Financial Advisor Team of the Year.’