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Partners Wealth Management
  • Min. account size

    £250,000
  • Company type

    Financial Advisor
  • Ownership

    Private
  • Size of wealth manager

    Small
  • Size

    UK Wide
  • Founded

    2004

Book a call with us

One of our team will give you a call at the time selected to discuss your situation and make the introduction to this Wealth Manager on your behalf.


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You can request a call back to get introduced to this wealth manager, without obligations

 

Partners Wealth Management Factfile

Partners Wealth Management (PWM) is a well-respected and multi award-winning City based independent financial advisory partnership which builds lifelong relationships with clients based on trust, providing leading whole-of-market investment solutions. We have a team of 90 plus people, consisting of 42 advisers with c. 2,000 clients, and over £2.2 billion of client assets under management. The firm achieved Chartered Status in 2018, demonstrating our commitment to our clients by continually focussing and raising standards of knowledge across the firm.

Key person:

PWM - James Roberts
James Roberts

Managing Partner

Advisory Investment Management

Financial Planning