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