We’re delighted to have once been featured in New Model Adviser’s list of the top 100 financial advisory firms in the UK, compiled every year by financial services publication Citywire. 2022 marks the seventh consecutive year that Partners Wealth Management has featured on this list, demonstrating the consistency of our commitment to excellence in every area of our business.
The firms included in the list were judged on a broad range of criteria, including – but not limited to:
- Well-qualified staff
- Robust investment propositions
- Carefully segmented client bases
- Good use of technology
- Willingness to share best practice
- Client education
- Recruitment
- Contribution to professional standards
This year’s commentary pointed to our strong work culture, our commitment to corporate social responsibility and our ongoing focus on sustainable investing.
In these uncertain times, we are confident that being included within this list of the country’s top financial advisory firms will give both current and prospective clients the confidence they need that we have the expertise to guide them and that we have their best interests at heart.
Our Managing Partner, James Roberts, commented:“It is such a pleasure to be included in Citywire’s Top 100. Our purpose is to provide our clients with the best proposition and service in the UK, and this recognition is it is testament to the hard work and commitment of our advisers and staff across the firm.”
To see our full listing, please visit the Citywire website.
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. Past performance is no guide to future returns.