About us

Brilliantly Different

Because our culture is based on the principle of PARTNERSHIP FIRST

Partnership 'An enduring relationship based on trust'

About Us

F

Freedom

We believe Humans must be free to achieve their greatest potential.

We seek to help our clients achieve Financial Freedom via knowledge.

We ensure our staff are freed to think and pursue excellence.

We believe our advisers must be free from ties to any investment group.

I

Investment Independence

We believe that an adviser can either represent a client's interest and select the best or represent the investment solution of one group he/she must sell.

Independent selection of the leading investment managers is crucial to long term outperformance.

R

Responsibility

Every person in Partners Wealth, in any role, has the responsibility to deliver that function to the best outcome.

'I thought somebody should do something about that, then I realised I was somebody'.

The sum of our individual responsibilities to be the best we can, collectively delivers what is Brilliantly Different.

S

Service

Partners Wealth Management exists to serve the needs of its clients. This is the first, second and third priority of all we do.

Our service combines the latest technology with bespoke face-to-face expert advice.

Brilliantly Different is seen in lifelong service.

T

Technology

We seek to adopt leading technology to empower our clients with knowledge over their financial plans and investments.

We seek to use technology in our processes to deliver consistent client outcomes.

Technology is an enabler for great adviser service not a replacement.

What we do

Partners Wealth Management is a leading financial service practice offering strategic planning and asset allocation advice to top City professionals, business owners and wealthy individuals. We work extensively with partners in the Big Four accountancy practices and Magic Circle law firms.

Our goal is to help you accumulate and enhance your lifetime's wealth. We do this by providing practical, tax efficient and transparent advice surrounded by a high level of proactive service.

For those still working and time poor, we take away the hassle of building your financial security so that you can attend to your own business needs. For those in retirement, our focus is more likely to be on tax efficient income generation and capital preservation.

Founded in 2004, we are privately owned and offer a fully "Independent" as opposed to a "Restricted" financial advice service.

We currently have 60 in our team and are growing steadily.

We manage over a billion pounds of clients' funds.

We are fee based.

 

 

A highly personalised service

Our team is highly experienced and well resourced to offer you a very personalised and responsive service. Client reviews are carried out at regular intervals, we minimise paperwork to reduce your personal administration and you have online access to valuations.

The greatest endorsement of our service is the high level of personal recommendation from our clients.

For an introductory meeting without obligation, please contact one of our Partners.