Our Story
2001

PW & PARTNERS WAS SET UP IN 2001 BY PENNY WOTHERSPOON AND WENT FROM STRENGTH TO STRENGTH.

2020

In 2020, Shonagh Livingstone (Fellow & Chartered Financial Planner) and Martha Martindale (Financial Adviser), who are long-standing and dedicated members of the team, took over the business and are driving it forward with plans for continued organic growth. Penny, however, remains an integral part of the team as our Financial Planning Consultant.

The story so far.

PW & Partners goal as providers of Financial Services has always been to stand out for all the right reasons. We are a well-known Edinburgh company with a reputation for quality – delivering our services with professionalism, compassion and kindness. We are proud of the 5-star*, client-centric business that our team has created and built up collectively over the years.

At the very heart of each and every decision we have made along the way, are our valued clients. That is why we strive for excellence and push ourselves to bolster our knowledge through continuous industry training, study and qualifications. This means our clients can be confident they are always getting the best possible advice from us at any point in time.

A Partner Practice of St. James’s Place Wealth Management, we have grown the team substantially and organically. We provide our clients with Financial Advice covering a wide range of services for all stages of life, delivered alongside a high standard of client service and care. We also have the support of St. James’s Place – one of the leading Wealth Management companies in the UK (FTSE 100).

We understand our clients are putting their future Financial Wellbeing into our hands. Trust is something that is earned and our first-rate work ethic and results, coupled with our passionate and friendly ability to do business, helps us build strong rapport and lifelong relationships with our clients. Which in turn, helps us, help them…make it happen!

 

*Based on client feedback figures from August 2015 to April 2024

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18-22 Melville Street
Edinburgh
EH3 7NS

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0131 385 7477

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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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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.