Testimonials

We advise partners in leading law and accountancy firms, investment bankers, entrepreneurs and wealthy individuals.

Here is what some of them have to say …

The lifetime wealth model is the closest thing yet to a crystal ball!

"I moved to PWM several years ago and have been absolutely delighted with my choice.

Clear considered advice I trust for my future wellbeing

"PWM are looking out for me in stormy times, guiding me through pensions changes, investments and financial planning, with sound knowledge of the markets, options and opportunities to give me clear considered advice I trust for my future wellbeing."

Some of the most complex planning set out in a way that can be easily understood

"Financial planning and wealth management can be challenging for our clients to understand, however, some of the most complex planning has been set out in a way that can be easily understood. Very impressed with the speed and quality of the advice received by Partners Wealth Management and your exceptional ability and commitment. I have absolutely no hesitation in recommending you."

Advice has always been timely, professional and flexible

"I've worked with Partners Wealth Management for a decade. During this time my requirements have changed but their advice has always been timely, professional and flexible.

Thoughtful, common sense advice, clearly delivered

"Thoughtful, commonsense advice, clearly delivered and tailored to the family's requirements, backed by wide market knowledge and thorough research."

Moving advisers was a big decision. I have been very happy with the results and achieved my objectives on tax

"Having been with an adviser for a number of years and been generally happy, I was recommended to see an adviser at PWM by one of my fellow partners. I was initially not expecting anything significant, but went with an open mind.

High-level advice tailored to individual needs in a way that makes you feel special

"I have been a client of Partners Wealth Management for some five years and can only testify to their professional and friendly approach.

What differentiates PWM is they consult us as a tax team prior to any transactions being made

"Since Partners Wealth Management were set up in 2004, we have worked with their advisers as they look after a number of our partners.

Anticipates my concerns, needs and expectations. Always approachable, available and affable

"I have been with Partners Wealth Management from the beginning. I have always found the advice honest, open, informed and sensible.

Interested in building long term relationships not pushing products

"I have always found them helpful and proactive without being pushy.