Our Standard Terms of Business can be found below. Please select which office your adviser is based.
Clients of Partners Wealth Management LLP
Terms of Business updated in January 2025.
Here you can find the current terms and conditions for clients of advice services provided by Partners Wealth Management LLP.
We have made several minor changes throughout the terms to clarify existing provisions or to make the terms easier to read and understand.
Clients of Partners Wealth Management Solutions Limited
These Terms of Business apply to new clients of Partners Wealth Management Solutions (PWMS). New clients are those who do not already have terms of business with a firm that has since become part of PWMS.
If you already have terms of business with a firm that has since become part of PWMS your existing terms of business remain applicable. If you are unsure which terms of business apply to you, please contact your wealth manager.
For further information on how we can help you build and protect your wealth, please contact us.
