Partners Wealth Management (PWM) is delighted to announce that Eastcote Wealth Management (EWM) has merged with and rebranded to Partners Wealth Management, marking an exciting new milestone in both firms’ mission to deliver unmatched financial advice and planning services to clients.
EWM is a well-established financial planning and independent advice firm based in Solihull.
Founded in 2004, PWM is a leading independent wealth management firm with a strong focus on service excellence, driven by its strong commitment to deliver the best outcomes for our clients. Together, the merged firm now manages over £4.5 billion in assets for approximately 4,000 clients.
This new chapter follows on from EWM’s acquisition by 7IM in April 2024 as part of 7IM’s strategic plan to establish a national independent advisory arm under the PWM name.
By combining EWM’s expertise and regional strength with PWM’s scale, resources, and forward-thinking approach, the newly rebranded firm is poised to deliver an industry-leading wealth management experience.
Fiona Oliver, Managing Partner, PWM, commented:
“This is a proud and transformative moment for PWM, exemplifying everything we at PWM stand for – strong partnerships that lead to exceptional outcomes. By uniting under the PWM brand, we are bringing together the depth of Eastcote’s local expertise with the scale and support of our national platform. Together, we are better equipped than ever to help clients achieve financial freedom.”
John Ruddick, Managing Director of EWM added:
“Today marks the next exciting chapter for our clients and team. By uniting with Partners Wealth Management, we’re combining the strengths of two exceptional teams to create a truly class-leading offering. Our clients and professional partners can expect even more value, delivered with the same dedication and expertise they’ve come to expect from us.”
As part of its new role within PWM, the rebranded firm will serve as a pivotal hub for the Midlands, ensuring continuity of service while expanding its reach and influence.
This rebrand represents a significant step in PWM’s ambitious growth journey, further cementing it as one of the leading independent wealth management firms in the UK.