Partners Wealth Management
Partners Wealth Management is a financial planning and investment advisory firm established in 2004. The firm assists clients in accumulating and planning their wealth to achieve financial freedom throughout their life stages.
- Mortgages
- Estate planning
- Investment advice
- Financial planning services
- Tax optimisation strategies
- Life insurance and protection
- Pensions and retirement planning
Locations
Digital Popularity
Social Media
LinkedIn2,359 Followers
Competitors
Schroders Personal Wealth is dedicated to providing comprehensive financial planning solutions tailored to meet individual needs.
The Penny Group is a financial services company that provides a range of financial planning and investment management services.
Origen Financial Services is one of the UK's leading financial planning firms, providing trusted financial advice to individuals, families, and businesses for nearly 140 years.
Company Details
Partners Wealth Management is operated by Partners Wealth Management LLP and is a Active company incorporated on 24 April 2004 with the registered office located in London, City of London. Partners Wealth Management LLP was registered 21 years ago.
Status
Active
Size
Medium
Directors
43
Age
21 years old
Employees
64
Turnover
£22.71M
Total Assets
£6.2M
Cash in Bank
£3.91M
Total Liabilities
-£3.6M
Teams
121
81
59
38
15
11
16
Chief Operations Partner • Joined Oct 2023
Principal • Joined Apr 2004
Principal • Joined Apr 2004
Partner • Joined Jun 2015
Partner
Partner • Joined Apr 2013
Partner • Joined Apr 2024
Partner • Joined Nov 2020
Partner • Joined Oct 2020
Partner • Joined Jul 2024
Partner • Joined Jun 2015
Partner
Partner • Joined Apr 2013
Partner • Joined Apr 2024
Partner • Joined Nov 2020
Partner • Joined Oct 2020
Partner • Joined Jul 2024
Partner • Joined Jan 2013
Partner • Joined Mar 2022
Partner • Joined Apr 2005
Partner, Chartered Financial Planner • Joined May 2014
Partner, Chartered Financial Planner • Joined Oct 2020
Partner, Independent Financial Planner • Joined Jan 2024
Partner, Chartered Financial Planner • Joined Apr 2015
Wealth Manager • Joined May 2018
Partner And Independent Financial Adviser • Joined Feb 2022
Partner And Independent Financial Adviser • Joined Jun 2013
Partner And Independent Financial Adviser • Joined Oct 2013
Business Partner At Partneres Wealth Management • Joined Mar 2024
PWM Finance Business Manager • Joined Mar 2018
Principal • Joined Apr 2004
Principal • Joined Apr 2004
Administrator • Joined Nov 2024
Administrator • Joined Jul 2023
Leadership Coordinator • Joined Dec 2020
IFA Administrator • Joined Mar 2020
IFA Administrator • Joined Dec 2024
IFA Administrator • Joined Sep 2022
IFA Administrator • Joined Apr 2024
IFA Administrator • Joined Jun 2023
Partner • Joined Jun 2015
Partner
Partner • Joined Apr 2013
Partner • Joined Apr 2024
Partner • Joined Nov 2020
Partner • Joined Oct 2020
Partner • Joined Jul 2024
Partner • Joined Jan 2013
Partner • Joined Mar 2022
Partner • Joined Apr 2005
Chief Operations Partner • Joined Oct 2023
Business Manager • Joined Aug 2021
Head Of Operations • Joined Jan 2025
Regional Managing Director • Joined Jan 2025
Associate • Joined Aug 2019
Associate • Joined Sep 2018
Associate • Joined Jul 2022
Operations Specialist • Joined Jul 2024
Operations Specialist • Joined May 2021
Leadership Coordinator • Joined Dec 2020
Founder Partner & Head Of PWM Private Office • Joined Apr 2004
Partner And Head Of PWM International • Joined Jun 2015
Chartered Financial Planner/Partner • Joined Feb 2017
Chartered Financial Planner - Partner • Joined Jul 2020
Fees & Commission Manager • Joined Feb 2022
Strategy And Proposition Manager • Joined May 2024
CFP™ Chartered FCSI, Chartered Wealth Manager & STEP Affiliate • Joined Sep 2015
Leadership & Marketing Coordinator • Joined May 2024
IFA / Independent Financial Adviser • Joined Jul 2013
Advice Support • Joined Jan 2025
View 121 members