This was an unexpected reality for Shonagh’s client, Stacey. “When I initially found out I was being made redundant I was gutted and stressed! It was a thought to get a new job at 54! However my meeting with you (Shonagh) changed everything. You gave me such good advice and confidence to make the leap […]

We’re sending out a huge PW & Partners shout-out to two of our fantastic team members – Emma Anderson, our brilliant Practice Manager, and Leigh Philp, our dedicated Paraplanner – for absolutely smashing the Edinburgh Kiltwalk 🏴󠁧󠁢󠁳󠁣󠁴󠁿🥾 And if you looked closely, you might have even spotted another very familiar PW & Partners face… Walking with Purpose Both Emma and Leigh took […]

We are incredibly proud to shine a spotlight on Laura-Anne, our brilliant Mortgage Assistant & Administrator, who recently completed the Rob Roy Mighty Hike – a challenging 26.2-mile marathon trek through the beautiful (but very soggy!) Scottish Highlands. The Rob Roy Mighty Hike isn’t just a physical challenge; it’s a powerful fundraiser that helps Macmillan Cancer Support continue their essential work […]

The PW & Partners team kicked off the week on a high note by attending the SJP Partnership Connect event at the EICC. The day was filled with innovative insights and valuable learning opportunities, at a fantastic platform for reconnecting and networking with our peers. A standout moment of the day was when our Directors, […]

We have exciting news! 🎉 PW & Partners has been shortlisted for Broker of the Year (Regional Edinburgh) 2025! We won this prestigious award at last year’s Scottish Mortgage Awards, against major mortgage brokers! Not only is the partnership in the running for the Broker of the Year 2025 (Regional Edinburgh) but 2 members of […]

Due your Annual Financial Review? Get easy access to the PW Team appointment calendar with one click! This new online feature will be launching soon, giving you instant access to available review times with your Financial Adviser.  How does it work? Your Review Reminder Email will now include links to book your appointment online. With […]

PW & Partner Directors Shonagh Livingstone and Martha Martindale were elated to be invited by The Law Society of Scotland (LSS) to host a webinar for their delegates as part of The LSS Continuing Professional Development training programme. Presenting the live streaming event, Shonagh and Martha emphasised the importance of collaboration between Solicitors and Financial Advisers, outlining the advantages this partnership brings and […]

The entire team at PW & Partners extends heartfelt congratulations to Chloe Hockney, Financial Adviser, on her recent GRADUATION Ceremony from St. James’s Place Financial Adviser Academy. Graduates and their Plus one enjoyed welcome drinks at the iconic Science Museum in London, On the Flight Deck, before moving to a larger venue to accommodate the BIGGEST graduation event that St. […]

PW & Partners scooped one of the BIGGEST prizes at The Scottish Mortgage Summit & Awards 2024 taking home BROKER OF THE YEAR (Regional Edinburgh)! PW & Partners came out top at the award ceremony, hosted by Sky Sports News lead anchor, Hayley McQueen. Stephanie and Kerry from our winning mortgage team collected the prestigious award […]