Life Happens

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

"Extremely reliable, knowledgeable and helpful. Made, what has on past occasions been a stressful experience, very easy and seamless!! Will definitely use again."

Fiona Lawrie
“Rebecca was incredible. She was helpful and friendly while helping us find a mortgage for our “forever home”. She secured us a fantastic deal and kept us up-to-date and informed. Fantastic service, couldn’t thank her enough and will definitely be recommending Rebecca to friends and family.”
Ellis Campbell
“A wonderful service that is centered on Martha really understanding my needs and delivering with care and efficiency. A real human touch, Martha is a pleasure to work with.”
Bonnie Clarke
Rebecca and Lindsay were extremely professional in our recent interactions with the organisation sourcing appropriate products for our daughter's first mortgage and also for reviewing our investment portfolio. We are very impressed with the efforts that they put in to ensure that the mortgage provider stepped up to complete the required processes when time was not of the essence. All in all, an excellent performance.
Alan Grant
“I can relax and live my best life knowing that my finances are being managed so competently.”
Janice Conner
Retired, Edinburgh

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.

Only takes 5mins




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.


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
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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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Contact Us

18-22 Melville Street


0131 385 7477


We would love to hear from you to see how we could help.

Please fill out the contact form below and a member of our team will be in touch soon.

PW& Partners Ltd together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Privacy Policy or the St. James’s Place Privacy Policy.

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P W & Partners Business Edit

Sent when we have something to share, our Business Edit will contain updates on the industry, helpful insights on the services we offer, important reminders, upcoming events, news about our business and/or team and any other good news we want to shout about!

P W & Partners Ltd together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Privacy Policy or the St. James’s Place Privacy Policy.