Partners Wealth Management Customer Reviews
Customer Reviews
Really impressive fully independent adviser
ISA and SIPP accounts managed through 7iM portal
Really wide range of investments, selected using ARC
Greta service
5/5
4/5
5/5
5/5
1/5
5/5
5/5
Pros:
customer support
Expert Review & Rating
Partners Wealth Management Expert Review
Provider: Partners Wealth Management
Verdict: Partners Wealth Management provides tailored financial planning and wealth management services to high-net-worth individuals, families, and professionals. PWM specialize in retirement planning, estate planning, tax-efficient investing, and holistic financial advice to help clients meet their long-term goals.
Is Partners Wealth Management a good wealth manager?
PWM is known for its personalized approach, working closely with clients to create comprehensive financial plans. Their advisers are highly experienced, and the firm consistently receives positive feedback for its attentive service and ability to adapt strategies to individual circumstances.
Fees: PWM typically charges fees based on the assets under management and may include additional costs for specific services like financial planning and advice. The exact costs depend on the client’s portfolio and needs, and it’s recommended to consult with PWM for a personalized fee structure.
PWM initial fees are charged when opening an account:
Up to £300k – 3%
£300k to £1m – 2%
£1m to £5m – 1%
£5m to £10m – 0.5%
£10m+ – 0.25%
PWM ongoing fees are based on client assets under management and scaled as below:
£300k to £2m – 1.0%
£2m to £5m – 0.8%
£5m to £10m – 0.6%
£10m+ – 0.4%
Pros
- Personalized, bespoke financial planning tailored to individual goals.
- Strong reputation for long-term client relationships and attentive service.
- Expert advisers with a focus on tax-efficient strategies and wealth preservation.
Cons
- Services may be inaccessible for lower-net-worth clients.
- Fees can be on the higher side, particularly for smaller portfolios.
- Limited digital tools and online services compared to larger firms.
-
Wealth Management Rating
(5)
Overall
5Leave A Review
Tell us what you think of this provider.
Partners Wealth Management Expert Review
Partners Wealth Management Expert Review
Provider: Partners Wealth Management
Verdict: Partners Wealth Management provides tailored financial planning and wealth management services to high-net-worth individuals, families, and professionals. PWM specialize in retirement planning, estate planning, tax-efficient investing, and holistic financial advice to help clients meet their long-term goals.
Is Partners Wealth Management a good wealth manager?
PWM is known for its personalized approach, working closely with clients to create comprehensive financial plans. Their advisers are highly experienced, and the firm consistently receives positive feedback for its attentive service and ability to adapt strategies to individual circumstances.
Fees: PWM typically charges fees based on the assets under management and may include additional costs for specific services like financial planning and advice. The exact costs depend on the client’s portfolio and needs, and it’s recommended to consult with PWM for a personalized fee structure.
PWM initial fees are charged when opening an account:
Up to £300k – 3%
£300k to £1m – 2%
£1m to £5m – 1%
£5m to £10m – 0.5%
£10m+ – 0.25%
PWM ongoing fees are based on client assets under management and scaled as below:
£300k to £2m – 1.0%
£2m to £5m – 0.8%
£5m to £10m – 0.6%
£10m+ – 0.4%
Pros
- Personalized, bespoke financial planning tailored to individual goals.
- Strong reputation for long-term client relationships and attentive service.
- Expert advisers with a focus on tax-efficient strategies and wealth preservation.
Cons
- Services may be inaccessible for lower-net-worth clients.
- Fees can be on the higher side, particularly for smaller portfolios.
- Limited digital tools and online services compared to larger firms.
-
Wealth Management Rating
(5)
Overall
5Partners Wealth Management News
Partners Wealth Mangement announces Green Matrix with Environmentally Conscious Investors
More and more investors want sustainable investment but going green means different things to different people. The new methodology from Partners Wealth Management will match investors with their ideal funds. If want to go green with your investments, but feel uncertain where to look, we’ve got some good news for you. Partners Wealth Management has
Partners Wealth Management Acquired by 7IM
Award winning financial planning firm, Partners Wealth Management (PWM) has been acquired by 71M The new deal will see Partners Wealth Management and 7IM continue to operate as separate companies under their own leadership teams and branding. Wealth manager PWM was founded in 2004 and has experienced rapid growth over the past few years with
Partners Wealth Management Sponsors Horsley & Send Cricket Club
The sponsorship from Partners Wealth Management will safeguard the future of the Horsley & Send Cricket Club which had been facing closure after the disruption of the pandemic. If you’re part of a local cricket club with a need for funding it really helps if one of your members happens to head up a successful
James Roberts, Founder of Partners Wealth Management on financial relationships being empowered by technology
In this episode of Good Money Guide TV we talk to James Roberts, founder and managing partner of Partners Wealth Management about when people should start looking for a wealth manager, the services they offer and how people can improve managing their wealth. For more information on finding a wealth manager see our Wealth Management
Richard is the founder of the Good Money Guide (formerly Good Broker Guide), one of the original investment comparison sites established in 2015. With a career spanning two decades as a broker, he brings extensive expertise and knowledge to the financial landscape.
Having worked as a broker at Investors Intelligence and a multi-asset derivatives broker at MF Global (Man Financial), Richard has acquired substantial experience in the industry. His career began as a private client stockbroker at Walker Crips and Phillip Securities (now King and Shaxson), following internships on the NYMEX oil trading floor in New York and London IPE in 2001 and 2000.
Richard’s contributions and expertise have been recognized by respected publications such as The Sunday Times, BusinessInsider, Yahoo Finance, BusinessNews.org.uk, Master Investor, Wealth Briefing, iNews, and The FT, among many others.
Under Richard’s leadership, the Good Money Guide has evolved into a valuable destination for comprehensive information and expert guidance, specialising in trading, investment, and currency exchange. His commitment to delivering high-quality insights has solidified the Good Money Guide’s standing as a well-respected resource for both customers and industry colleagues.
