PW & PARTNERS
Our
Team
DISCOVER HOW WE CAN HELP
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At PW & Partners Ltd we are a team of professionals who work seamlessly together. Our work ethic is united in that we all have a common goal… achieving the highest standard of service and putting our clients and their financial interests at the very heart of everything we do.

Meet the Team

I believe there should be a strong and trusted relationship between Client and Adviser.
Shonagh L
Shonagh Livingstone
Director/Chartered Financial Planner
My ultimate aim is to work closely with you to support you on your journey to Financial Wellbeing.
PW & Partners Ltd MM101025
Martha Martindale
Financial Adviser & Director
I pride myself on offering approachable, tailored and carefully considered Financial Advice that really makes a difference.
Penny W
Penny Wotherspoon
Financial Planning Consultant
I pride myself on being an empathetic and compassionate person and within my role find it helpful that I can see things from a client’s perspective.
Chloe Hockney - Financial Adviser at PW & Partners
Chloe Hockney
Financial Adviser
I am completely dedicated and believe in gaining a deep understanding of my clients’ short and long-term financial objectives.
Rebecca M
Rebecca Marshall
Chartered Financial Planner
I promise to support you from the initial enquiry to approval of your mortgage, offering a 5* service.
Stephanie W
Stephanie Wardrope
Mortgage & Protection Adviser
I believe in building solid relationships with clients from start to finish.
Kerry T
Kerry Taylor
Mortgage Assistant & Administrator
I enable the team to further expand our 5* Mortgage & Protection offering.
Laura Anne S
Laura-Anne Scott
Mortgage Assistant & Administrator
I truly believe in providing an expectational client service to our clients.
Emma A
Emma Anderson
Practice Manager
I'm responsible for helping to manage all our client servicing-related activities and tasks
Nikki
Nikki Campbell
Client Relations Administrator
I help to ensure all client relationship are nurtured and maintained.
Louise R
Louise Rose
Client Relations Administrator
I keep up to date with the ever-changing environment, so you don’t have to!
Donna R
Donna Reid
Paraplanner
Ensuring our administration procedures are carried out in a seamless manner is my top priority.
Leigh P
Leigh Philp
Paraplanner

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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.

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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.