We are a highly qualified team of passionate and accessible Financial Advisers based in Edinburgh.
We provide extensive Financial Planning Advice and Money Management Services, whatever your financial situation, to support you in achieving complete Financial Wellbeing.
Our ultimate aim is to help you make your financial goals, aspirations and dreams a reality, allowing you to live and love life!
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Letting Our Clients Do The Talking
Past performance is not indicative of future performance. The value of an investment with St. James's Place may fall as well as rise. You may get back less than the amount invested.
TAKE OUR QUESTIONNAIRE
& UNDERSTAND WHERE YOU ARE ON YOUR JOURNEY TO FINANCIAL WELLBEING
WHAT’S IN IT FOR YOU?
Financial Wellbeing is within reach – with the right knowledge you can build a plan, tailored to your individual circumstances. Understanding what plans you already have in place plus identifying any gaps that need attention, can help set a course for making progress towards reaching your financial goals, aspirations and dreams amidst uncertain times.
WHAT’S IN IT FOR US?
We are passionate about what we do; helping people achieve their financial goals, aspirations and dreams, giving them peace of mind and allowing them to live and love life. So, we are asking as many people as possible to fill in our carefully created 5-minute questionnaire as honestly as possible. We want to anonymously use the data and insights we collect to form a bigger picture of what areas are the biggest concern for different age groups and demographics.
To take our financial wellbeing questionnaire, simply click on the button below.
Take Our Questionnaire
FINANCIAL WELLBEING
Helping you live, plan & love life
At PW & Partners, we are on a mission to inform and empower you on your journey to Financial Wellbeing.
Visit our dedicated page to find out more.
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