Partners Wealth Management

Independent Financial Adviser  20 St. Andrew Street, London, London, EC4A 3AG
check
FCA authorised
Last authorised 14th June 2021
Where are you going to be in 3 years? How are you going to get there? We'll help you plan.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Meet our advisers
MR Robin Cameron Mr
Independent Financial Adviser
About us

Founded in 2004, Partners Wealth Management is a truly ‘independent’ financial planning firm, unbiased and unrestricted – working as a trusted adviser – not tied to any particular solution or model.

Our aim is to help clients to continue to accumulate, enhance and protect their wealth. We do this by providing practical, tax efficient and transparent advice surrounded by a highly proactive service. We prompt our clients to identify their dreams, worries and responsibilities. From this we can design and build plans to achieve their goals.

Financial planning advice, like all opinion, is a function of experience and knowledge. Along with over 20 years of experience in the financial services industry, I became a Chartered Financial Planner in 2007 and I’m now also a Fellow of the Personal Finance Society having passed approximately 17 exams in a diverse range of subjects such as tax, trusts, investments, pensions, long-term care planning and equity release mortgages.

Our services

Strategic Planning, Tax Optimisation & Asset Allocation all with the minimum of hassle to you. We want to take away any concern you may have and replace it with confidence.

Strategic Planning involves the identification of goals and the creation of your Lifetime Wealth Model. It includes looking at your Tax Optimisation Strategy so that you are reducing your tax liabilities and consequently maximising your return.

Asset Allocation is where we look to develop your risk adjusted, Unique Investment Strategy ensuring your critical capital is doing its job.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

20 St. Andrew Street, 20 St Andrew Street, 16 Old Bailey, London, London, EC4A 3AG

Similar advisers near you

Restricted - whole of market 0.03 mi
Our Mission: 'To make a meaningful improvement to the lives of our Clients'
 
Independent Financial Adviser 0.21 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.21 mi
Independent, technical advice and 1st class service levels. We pride ourselves on our strap-line: Expertise. Fairly Priced.
 
Independent Financial Adviser 0.22 mi
We are passionate about helping people organise their financial affairs to achieve all of their objectives.