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.
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 client’s 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.