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At PW & Partners, our values are the driving force behind our successful business. They embody who we are and what we stand for. As a team, we are dedicated to embracing and embodying these values every single day.

Core Values

COMPASSIONATE

Naturally understanding and empathetic, we genuinely care about the wellbeing of our clients. Our technical knowledge coupled with decades of Financial Planning and life experience come as a package. This allows us to look at the bigger picture and strategically manage our clients’ finances while supporting them through life’s highs and lows.

EXPERIENCED

Our team is not only experienced but passionate about making a difference in your life. With this passion comes a dedication to continually build and develop our technical skills and knowledge. With a wealth of expertise and qualifications, including Fellow, Chartered Financial Planners, Diploma Qualified Advisers and Mortgage Specialists, we deliver top-notch Financial Planning services tailored to our clients needs.

COMMITTED

When our clients work with us, they can expect commitment. We listen, strategize, and work tirelessly to make their goals, aspirations and dreams a reality – helping them to live and love life. Our mission is to provide peace of mind and Financial Wellbeing by ensuring their finances are in order and they have a clear plan for the future.

APPROACHABLE

Approachable and down-to-earth, we aim to make Financial Advice easy to understand. Our welcoming approach ensures that our clients feel comfortable sharing personal information and are confident in our recommendations.

DYNAMIC

Positive, energetic, adaptable and always smiling – we believe that these qualities help us build life-long relationships with our clients who are looking for a balance of friendly professionalism with an authentic human touch.

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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.