Founded in 2004, Partners Wealth Management is a Partnership. Our definition of a partnership is ‘an enduring relationship based on trust’. This is the approach we bring to our relationships as partners within the business, partnerships with external groups and, crucially, in partnership with our clients.
As such adviser client relationships are not based around the provision of set products but are centered on understanding clients objectives and tailoring plans, services and portfolios to both meet goals and reduce threats.
This approach has helped us grow to look after £2 billion of assets, work with over 40 groups who provide expert services for our clients and thoroughly enjoy what we do for a living. Our culture has helped us to evolve the ‘3 P’s’ of our Partnership.
Partnership with you: Our advisers build lifelong partnerships with clients, focusing on every element of advice to ensure your every need is met.
Investment Independence and Innovation: Our independent advisers partner you with innovative investment solutions from the whole of the market. Strong returns are crucial over the long term.
Private Office: We have built a series of partnerships with leading groups in every area of potential financial need over your lifetime. This means your adviser’s number is the only one you need to resolve any issue.
For further information on how we can help you build and protect your wealth, please contact us.