As our name suggests, at Partners Wealth Management we work in partnership with our clients to give them complete clarity on how to achieve their financial freedom. We have no in-house investments, nor limit advisers to specific solutions for clients. Our advisers have the freedom, knowledge and resources to consider all solutions for clients, helping ensure best outcomes.
Established in 2004, we are an award-winning, independent wealth management firm based in London’s Square Mile. Starting out with just four founders, we have since grown to a team of over 130, looking after over £6.2bn of client assets.
Our Managing Partner, Fiona Oliver, was appointed in January 2024 with the vision of further cementing our position as one of the UK’s leading wealth managers.
After welcoming Eastcote Wealth Management in January 2025, we were delighted to continue our growth journey with the acquisition of Johnston Carmichael Wealth in March 2025. We expand our team further with Navigate Capital Management in June 2025, further cementing our position as a leading independent wealth management firm in the UK. They all share our commitment to client service excellence and our dedication to delivering positive outcomes for the individuals with whom we partner.
Our culture has helped us to evolve the ‘3 P’s’ of our partnership. Our partnership philosophy pervades our entire business and takes three distinct forms:
Partnership with you:
Our advisers are devoted to building lifelong partnerships with you, delivering bespoke advice aligned with your financial goals and aspirations at each life stage.
Investment Independence and Innovation:
Our independent financial advisers partner you with innovative investment solutions sourced from the whole of the market, with the aim of delivering strong, long-term returns.
Private Office:
We have built a series of partnerships with leading groups in every area of potential financial need over your lifetime. Your adviser’s number is the only one you need to resolve any issue – we will do the rest.
For further information on how we can help you build and protect your wealth, please contact us.
