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About Us

Partners Wealth Management was founded in 2004 to bring true independent advice to meet the needs of city professionals. The firm was founded as a partnership with the following guiding principles which still remain at the heart of our business today:

  • Lifelong partnership with our clients: Partnership with you.
  • True Investment IndependenceThe freedom to partner you with leading investment managers.
  • Your 360° Service: partnering you with leading solutions in all areas of financial need.

Your Financial Freedom

Our emphasis on partnership means advisers seek to build long-term client relationships. We place you and your family’s needs at the centre of everything we do, guiding you through your life stages to help you achieve your financial goals, bringing you closer to Financial Freedom. Many of our clients come to us seeking to bring their affairs in order or looking for impartial analysis of what they have put in place thus far. They are all in essence seeking the same thing – clarity.  We bring clarity by adopting a simple, repeatable strategy:

  • Simplification – bringing order to your finances.
  • Action – inertia is the enemy of good intent, we help give you the confidence to take action.
  • Focus – we know our clients are frequently time poor. We help organise your affairs and bring structure to your finances with regular reviews and prompts.
  • Encouragement – to give time to your plans, take the steps needed and improve long-term financial habits.

This approach allows us to use help you build towards your financial freedom and beyond with each aspect of our unique Five Steps to Financial Freedom strategy.

For further information on how we can help you build and protect your wealth, please contact us.

Contact Us