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Partners Wealth Management
  • Min. account size

  • Company type

    Financial Advisor
  • Ownership

  • Size of wealth manager

  • Size

    UK Wide
  • Founded


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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