About us

At PW & Partners, we are here to help you make it happen!

We are a highly qualified team of passionate, flexible and accessible specialist financial advisers. We provide extensive financial planning and money management services, whatever your stage of life or financial situation. We don’t have a minimum criteria, we are here for all the ups and downs life can throw your way – from looking to buy your first home to planning for retirement and everything in between, we are with you on your journey.

Plan for it – we will work closely with you to fully understand your goals and aspirations in order to guide you and provide you with tailored advice and solutions to help you get to where you want to be.

Live it – life is for living – so whatever stage of life you are at, we look to offer you comfort and security now and for the future by making your money work harder for you. Our ultimate goal is to help you achieve Financial Wellbeing – which in turn creates peace of mind for you and your loved ones.

Love it – we love what we do and our passionate, caring and tailored approach to financial planning stems from our desire to help our clients love life and live it to the full.

We are here to help make things happen. From planning with individuals and families for them to be fully protected if the worst should happen, to making that dream home a reality by finding the most appropriate mortgage, to getting the best return on your investments, to inheritance tax planning and helping provide the best financial solutions to support a family member in need of care...we are here to help you plan, live and love life.

If you would like more information on how we can help you or would just like to chat some things over, give us a call on 0131 303 0053 or drop us an email.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

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