Partners

Crafting another winning concept to work with. a group of businesspeople
Do you desire for more freedom but know you and your clients still need the infrastructure of a well-established financial operation?

If you want to build your own practice and take control of your time, while counting on services from the UK’s largest independent firm, then you may find just what you’re looking for at PWM.

We’re an award-winning partnership, offering high-net-worth individuals the benefits of truly independent advice. Our partnership was founded with three guiding principles, which remain at the heart of our business today:

  • Lifelong partnership with our clients
  • Investment independence and innovation
  • A full service Private Office

Our partnership strategy is simple: we believe in human individuality, the freedom to work with leading investment managers, and the advantages of using the latest technology to deliver exceptional outcomes.

This belief means we have attracted outstanding advisers over the years. Many of whom had growing concerns about the commoditised nature of the market.

These individuals joined us as partners in our business because they were as passionately client-centric and committed to true independence as we are.

If you’re an experienced adviser with a client portfolio of £10m to £100m, and you have the ambition to take control of your future while thriving in an environment built for success, we would love to introduce you to a member of our Leadership Team.

Join our team

At Partners Wealth Management I have the freedom and ownership to set my own ambitions and shape my business growth in a manner that I am comfortable with. Balancing work with fun and a personal life is everyone’s goal and it is very much achievable, and encouraged, at PWM.”

Matt Johnson
Partner
ABOUT US

Together, we make financial freedom simple.

As truly independent advisers, we don’t have in-house products we have to sell. And we don’t limit our advisers to specific financial solutions. Instead, we give them the freedom, knowledge and resources to recommend what’s best for each client so they can ensure the best possible outcomes.

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We have been very happy with the service we have received from PWM. We have always had clear and proactive advice in a timely manner. The staff are very friendly and helpful and respond to any points raised by us and are always available to talk through any issues which we may have”

Retired Partner, Magic Circle Law Firm

We have collaborated with Duncan and PWM for many years. Client feedback has always been exemplary, and we are always impressed by Duncan’s creative and collaborative approach. Duncan and PWM would always be our first choice of financial planner due to his extensive knowledge and PWM’s true independence.”

Alexandra Gordon
Managing Partner, Tassells LLP

We have built up such a strong relationship with you, based on mutual trust, professionalism, dedication and the strongest of product and market knowledge and you had never let us down. Your integrity, honesty, caring and positive approach served us well in the past and continues to do so today.”

Anonymous
Anonymous

Brett has advised me very soundly for 10 years. He’s comprehensively across the big stuff that can blow holes in financial wealth if not spotted. He also provides excellent continuing client focus and service. Delighted to be a client of his.”

Keith Bottomley

PWM have always shown great integrity in all my dealings with them.”

Head of UK & Global Credit

We wanted sustainable fossil-fuel free investments but it is difficult at present to pick something off the shelf. We were therefore pleased that with advice from Nathan at PWM, we have been able to implement a portfolio that maintains diversity and meets our objectives."”

Sustainable Investors, Surrey