Our Partnership Strategy is simple. We believe in human freedom, individuality and the ability of technology to sit neatly alongside personal client service.
These beliefs attract outstanding advisers who increasingly resent how the commoditising approach of larger organisations is restricting their ability to best service their clients. These individuals join and in time become Partners in our business, meaning everyone at Partners Wealth Management is passionately client-centric and committed to true independence. This allows us to deliver the best for clients in lifelong partnerships – throughout their journey towards financial freedom and beyond.
Clients who want real advice based around their needs are no longer willing to accept the products that restricted advisers are often required to promote. Instead, they are looking for a real partnership, a lifelong relationship based on trust.
Our belief in only outsourcing to the best of breed partners means our clients receive the best and most appropriate advice in every area of financial need. Delivering great investment is the heart of what we do, but being able to service in every sphere of possible financial need is something we take huge pride in.
No strategy can be complete without a clear focus on technology. Our vision is to use technology to enhance your personal service, not like so many others to replace it. To that end we have been amongst the pioneers of adopting the Voyant Cashflow software and aim to empower clients with knowledge and investment insight via our leading portal.
As technology around open banking evolves our strategy is to see the portal develop further by integration affording clients the opportunity to view their total wealth 24/7.
For further information on how we can help you build and protect your wealth, please contact us.