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
70
Turnover
£26.5M
Total Assets
£7.91M
Cash in Bank
£5.04M
Total Liabilities
-£5.02M
Teams
121
90
59
15
3
15
Chief Operations Partner • Joined Oct 2023
Principal • Joined Apr 2004
Principal • Joined Apr 2004
Partner • Joined Mar 2022
Partner • Joined Jul 2024
Partner • Joined Jan 2013
Partner • Joined Mar 2019
Partner
Partner • Joined Apr 2005
Partner • Joined Jan 2024
Chief Operations Partner • Joined Oct 2023
Principal • Joined Apr 2004
Principal • Joined Apr 2004
Partner • Joined Mar 2022
Partner • Joined Jul 2024
Partner • Joined Jan 2013
Partner • Joined Mar 2019
Partner
Partner • Joined Apr 2005
Partner • Joined Jan 2024
Partner, Independent Financial Planner • Joined Jan 2024
Partner, Chartered Financial Planner • Joined Apr 2015
Partner, Chartered Financial Planner • Joined Oct 2020
Partner, Chartered Financial Planner • Joined May 2014
Wealth Manager • Joined May 2018
Partner And Independent Financial Adviser • Joined Jun 2013
Partner And Independent Financial Adviser • Joined Oct 2013
Partner And Independent Financial Adviser • Joined Feb 2022
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 Jul 2023
Administrator • Joined Nov 2024
Leadership Coordinator • Joined Dec 2020
IFA Administrator • Joined Sep 2022
IFA Administrator • Joined Mar 2020
IFA Administrator • Joined Apr 2024
IFA Administrator • Joined Oct 2024
IFA Administrator • Joined Jun 2023
Administrator • Joined Jul 2023
Administrator • Joined Nov 2024
Advice Support • Joined Jan 2025
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
Associate PWM Private Office • Joined Jul 2013
IFA Support/Paraplanner • Joined Jan 2013
View 121 members