PW & Partners was set up in 2001 by Penny Wotherspoon and went from strength to strength.
In 2020, Shonagh Livingstone (Chartered Financial Planner) and Martha Martindale (Financial Adviser), who are long-standing and dedicated members of the team, took over the business and are driving it forward with plans for continued organic growth. Penny, however, remains an integral part of the team as our Financial Planning Consultant.
PW & Partners goal as providers of Financial Services, has always been to stand out for all the right reasons. We are a well-known Edinburgh company with a reputation for quality and delivering our services with professionalism, compassion and kindness. We are proud of the 5-star, client-centric business that our team has created and built up together over the years.
At the very heart of each and every decision we have made along the way, is our valued clients. That is why we strive for excellence and push ourselves to bolster our knowledge through continuous industry training, study and qualifications. This means our clients can be confident they are always getting the best possible advice from us at any point in time.
A Partner Practice of St. James's Place Wealth Management, we have grown to a team of 11 consummate professionals. We provide our clients with financial advice covering a wide range of services for all stages of life, delivered alongside a high standard of customer service and care. We also have the support of St. James's Place - one of the leading Wealth Management companies in the UK (FTSE 100).
We understand you are putting your future financial wellbeing into our hands, which is why we constantly strive to be at the top of our game. Trust is something that is earned, and our first-rate work ethic and results, coupled with our passionate and friendly ability to do business helps us build strong rapport and lifelong relationships with our clients. Which in turn, helps us, help them…make it happen.
Areas of Expertise:
We have access to in-depth specialist professional expertise, a distinct approach to Investment Management and most importantly, St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website at www.sjp.co.uk/products. – offering our clients further peace of mind.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*Trusts are not regulated by the Financial Conduct Authority.