Because our culture is based on the principle of PARTNERSHIP FIRST
Partnership 'An enduring relationship based on trust'
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.