THINKING AHEAD WHEN IT COMES TO YOUR FINANCES…

7 November 2023

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We don’t want anyone to live in fear when it comes to their finances, but we fully understand the challenges that can come with Financial Planning.

Our goal, as a team, is to alleviate any apprehension you may have. Our recent Financial Wellbeing Questionnaire has highlighted that many individuals find themselves in a position of uncertainty with their finances, and that’s why we’re here to help.

At PW and Partners, we strive to significantly impact your life by reducing the mental burden of worrying about your Financial Plan. Our primary objective is to offer a comprehensive range of Financial Planning services to our clients, ensuring that they have a clear understanding of their finances to make informed decisions that align with their life aspirations.

Our Team is passionate about assisting you in your journey towards Financial Wellbeing, empowering you with the necessary tools to plan for the future and attain peace of mind.

Contact Us

18-22 Melville Street
Edinburgh
EH3 7NS

Telephone

0131 385 7477

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We would love to hear from you to see how we could help.

Please fill out the contact form below and a member of our team will be in touch soon.

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.