PW & PARTNERS
MAKE
IT
HAPPEN

At PW & Partners, we are here to help you

Make It Happen

We will help you plan for and handle all the financial ups and downs life might throw your way. From buying your first home and protecting your loved ones (should the worst happen), right through to Retirement, Estate, Inheritance Tax (IHT) & Long-term Care Planning – ensuring your wealth ends up in the hands of the people it was intended, with the least amount of tax deducted.

 

Plan For It

We will work closely with you to fully understand your goals and aspirations in order to guide you and provide you with tailored advice and solutions to help you get to where you want to be.

Live It

Life is for living – so whatever stage of life you are at, we look to offer you comfort and security now and for the future by making your money work harder for you. Our ultimate goal is to help you achieve Financial Wellbeing – which in turn creates peace of mind for you and your loved ones.

Love It

We love what we do and our passionate, caring and tailored approach to financial planning stems from our desire to help our clients love life and live it to the full.

Alison Acosta
MAKING YOUR PENSION PAYMENTS COUNT – HELPING YOU MAKE IT HAPPEN…
I’ve been meaning to say thank you. I got my financial update through the post on my pension and it was such a relief to finally feel that my pension is being properly managed and working for me and my family. Speaking to you and your advice is definitely one of the best financial decisions I have ever made. I completely appreciate that the markets will go up and down but already my pension is doing so much more in one year than it has over the previous five! So thank you so much.
Alison Acosta
Janice1
PLANNING FOR YOUR DREAM RETIREMENT – HELPING YOU MAKE IT HAPPEN…
“I can relax and live my best life knowing that my finances are being managed so competently.”
Janice Conner
Retired, Edinburgh
Mark Beattie Headshot
INVESTING IN YOUR FUTURE – HELPING YOU MAKE IT HAPPEN…
“As a client I feel they know my needs instantly and give the best advice to my situation. As a team together they communicate with you and each other to ensure you are always on the right path and looked after. Friendly, personable and caring are only a few words that jump out at me. They have helped me build my portfolios, given me investment advice and helped me plan for my future. They are a godsend, that’s why I’ve recommended so many of my friends, family and colleagues to them.”
Mark Beattie
Professional and Business Owner, Aberdeen
Kathleen McIvor
SECURING YOUR DREAM HOME – HELPING YOU MAKE IT HAPPEN…
“Nothing is too much bother for her, and she is polite and professional throughout our meetings. She genuinely has my best interest at the forefront and will explore all options and discuss her findings in terms I can understand. Martha also put me in contact with a Will specialist which I would have probably not got around to doing without her help. I would not hesitate to recommend Martha to friends or family. I think she is a credit to the team.”
Kathleen McIvor
Secretary, 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.

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Contact Us

18-22 Melville Street
Edinburgh
EH3 7NS

Telephone

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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Sent every few months, this newsletter shares relevant information, insights and local experts with you to help support your overall wellbeing - the financial aspect of that being just one element. We also work with small local wellbeing businesses to bring you bespoke client offers on their products/services.

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!

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.