We are delighted to announce that Partners Wealth Management has been recognised as one of the UK’s top 100 financial advice firms by Citywire’s New Model Adviser for the eighth consecutive year!
Compiled by industry-leading publication, New Model Adviser, the Top 100 2023 recognises 100 UK firms which are leading the way in the field of financial advice. Firms are assessed according to a point-scoring system, which marks them on a wide range of factors including technology, robust investment propositions, staff qualifications, willingness to follow and share best practice, client education, recruitment and contribution to professional standards, amongst other factors.
This year, NMA praised us for our wide-ranging approach to financial advice. In particular, the publication complimented our numerous partnerships with accountants and solicitors, which allow us to offer our clients a seamless, joined up service catering to their every need.
PWM was also said to be “all about family”, with the publication praising the “creative approaches” we take to find out what best suits our clients. “For example,” the commentary reads, “the firm offers family fee groupings to provide services to multiple family members and has redefined its service for clients’ children who turn 18.”
To see our full listing, please visit the Citywire website.
The contents of the article have been prepared solely for information purposes. The article contains information on financial products and services and such information is designed for and addressed solely to individuals seeking generic industry information. Past performance is no guide to future returns.