We are absolutely delighted to announce that Partners Wealth Management has won three national awards and one regional title at International Adviser’s Best Practice Adviser Awards 2023.
We topped the UK Excellence in Investment Planning category for a third time, in addition to retaining our title in the ESG Initiative category for the second year in a row. In addition, we also took the Excellence in Client Service title and won in the regional Best Adviser Firm category.
Now in its seventh year, the IA Best Practice Adviser Awards search out those advisers and firms that are demonstrating a sincere commitment to embedding best practice within every aspect of their business.
In their comments, the judges said that PWM had “Definitely moved up a gear. The progress of recent years has been consolidated and built on, with new thinking and a targeted growth strategy.”
They also made the following comments for each of our national titles:
Excellence in Investment Planning
“Solid investment process, with some excellent marketing too. Explains processes, products and options, making it a central feature of the client/adviser relationship.”
Best ESG Initiative
“Well constructed ESG-focused process and good feedback from clients.”
Excellence in Client Service
“Evidence of good client servicing, which is modelled around the client and deepens their understanding of their portfolios.”
Our Head of International, Nathan Prior, commented: “We’re absolutely thrilled to not only have retained our titles from last year, but also to be winning awards in new categories as well. These accolades offer proof and reassurance to our clients that we continue to lead the way in the investment and ESG spaces, and that we truly do have their best interests at heart. We don’t take winning for granted – if anything it fuels our drive to ensure that our clients receive the best possible care.”
Our Managing Partner, Fiona Oliver, added: “Our clients really are at the centre of everything we do here at Partners Wealth Management and we work hard to ensure that the experience they receive with us is nothing short of outstanding. These award wins are so incredibly motivational for our team as they mean that the hard work we put in for each and every client is being recognised and rewarded.
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