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Winners – International Adviser Best Practice Awards 2021

We are delighted to have been awarded following accolades in the International Adviser Best Practice Adviser Awards 2021 for Best Adviser Firm in the UK and Excellence in Investment Planning. 

Now in their fifth year, the awards showcase global financial advisers who are focussed on ensuring best practice and excellence worldwide. 

Partners Wealth Management has been recognised with the following accolades: 

Best Adviser Firm by Region – UK  

In this category, firms are acknowledged for having a comprehensive, business-wide strategy for profitable growth and development with a consistent track-record and sustained success.  We were distinguished for having a genuinely customer-centric approach to advice, service and overall best practice with excellence in compliance and risk management.  Our approach is entirely client focussed with no in-house products or investment services. To help our clients attain financial freedom, our business proposition empowers our advisers with investment independence and the freedom to harness the best tools the industry has to offer. 

Excellence in Investment Planning 

This award distinguishes firms which have adopted new approaches in investment planning and responded to challenges in the markets. We were acknowledged for using appropriate tools to assess clients and their attitude to risk, and our thorough approach to due diligence and de-risking portfolios, with consistently above average client satisfaction ratings. 

We are extremely proud of our investment approach, which combines market leading research with bespoke and personalised implementation.  Our investment independence allows us to sit on the same side of the table as our clients. The launch of our PWM Green Matrix is exceptional in the marketplace. We have developed a methodology to compare the sustainability of portfolios with no bias to any particular investment philosophy and in an engaging way for clients, and is designed to be scalable as the market develops. 

Nathan Prior, Head of PWM International, said: “ We are delighted to have won these awards, which are a huge compliment to everyone in the firm. Together with our other successes, this confirms that we are continuing to deliver excellent client service, demonstrating our commitment to overall best practice.”

 

The contents of the article have been prepared solely for information purposes. The article contains information on financial products and services and such information is designed for and addressed solely to individuals seeking generic industry information. This document reflects our understanding of current legislation. Past performance is no guide to future returns.