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PWM appoints Fiona Oliver as Managing Partner to drive next phase of growth

Partners Wealth Management (PWM) has appointed Fiona Oliver as its new Managing Partner. This appointment has been carefully planned and supported by James Roberts, former Managing Partner and David Stoll, Senior Partner, who will continue to hold senior leadership roles in PWM and the wider 7IM Group.

Having joined PWM in 2016 as Business Director, Fiona has been a key member of its leadership team and has a deep understanding and appreciation of the business. She also brings a wealth of experience, having developed her leadership skills across various client relationships and management roles including as a Chartered Financial Planner and Head of Practice at Towry.

Commenting on her appointment, Fiona Oliver, Managing Partner said: “It is a deep privilege to be taking over the helm from James and David, who have created such a fantastic client-focused, sustainable business at PWM. I look forward to building on their vision and further cementing PWM’s position as the leading independent wealth manager not only in London but across the UK as we embark on a new and exciting chapter.

“However, I’m also acutely aware that our ambitions can only be achieved by building on what has made PWM successful over the last two decades – and that is a commitment to deepening the long-term relationships with our clients. After all, I’ve always believed that great partnerships are the bedrock of a successful business.”

Dean Proctor, CEO of 7IM and Chairman of PWM, added: “I am thrilled that Fiona has taken on the role of Managing Partner at PWM as we commence our next phase of growth. Having been with the firm for seven years, she brings both passion and in-depth knowledge of the business. Furthermore, her experience as a Chartered Financial Planner really does make her the perfect candidate for the role.

“I’m also incredibly grateful for James and David’s continued support and contribution in building PWM into the business it is today and I am delighted that that they will both continue to influence the ongoing progression of PWM and the wider 7IM Group.”