It’s easy enough to say on your website that you go the extra mile...but we really do and hopefully this page goes a little way towards proving that we stand by our word of helping our clients plan, live and love life.
We truly appreciate it when a happy client takes the time to give us a glowing recommendation, so below are a selection of testimonials where we let our clients do the talking...
Are they interested in selling a product? Or, do they listen to what you say, ask you searching, sometimes very challenging questions about what your needs are? And then, following a very detailed discussion you both agree a financial plan, which puts your needs and aspirations first. I have been a client of PW & Partners for a number of years now. I am very grateful for their advice and guidance, which has helped me decide how best to invest our meagre savings, in a way which suits our needs, at a time when the world economy is turbulent and when the future is so uncertain. Thank you PW & Partners.”
She was very knowledgeable and her expertise was first class, she would listen to me and explain in a way I could understand about my review. I found all the staff at PW & Partners were very friendly and treated you with respect and a smile.”
I would not hesitate to recommend Martha to friends and anyone looking for a mortgage.”
Friendly, personable and caring are only a few words that jump out at me. They have helped me build my portfolios, given me investment advice and help me plan for my future. They are a godsend, that's why I've recommended so many of my friends, family and colleagues to them.
You can't find any other service like this in Edinburgh or the Central belt.”
Each of them ensured that various stages of the process were dealt with smoothly and within a reasonable timescale. If one of them was not around for any reason the other dealt an enquiry very quickly and efficiently. A first class team offering a first class service. Thank you!”
Bryony is only 23 years old, she was experiencing everything for a first time and it was straightforward, easy to understand and at no time did she feel uninformed or had any difficulty in understanding what she was committing herself to. From a parent’s point of view, I thought the service was excellent, which was very much appreciated. I know Bryony will be a customer of PW & Partners; Partners for a very long time and thank you Martha and Rebecca.”
They have both provided fantastic support and ensured smooth running of the entire process from start to end. I have already recommended them to both my friends and family as they really did exceed my expectations! Thank you so much!”
She took the time to fully understand our requirements and demonstrated considerable professional knowledge and a very high degree of competence in responding to these. We were fully satisfied with the advice we received and have absolutely no hesitation in recommending her as a friendly, experienced and very capable financial adviser.”
In addition she has been key to solving a host of problems when my mother went into care and subsequently died, leaving a complex set of investments to be sorted out. She has got us great deals on mortgages and is now doing the same for our children. 10/10!”
We feel that they have our interests at heart in all our dealings with them. We have complete trust in them and have had the pleasure of recommending them to friends.”
Quick to respond to any questions and easily available for face to face consultations. She has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending her to anyone.”
Now married for 5 of those years with 2 children and in the process of arranging our SEVENTH mortgage with Penny's team - yes 7…PW & Partners have secured me mortgages where my own bank (and the wider market) had failed to do so. We now have a small rental portfolio and a beautiful family home - a lot of that down to Penny and her team doing what they do best.
Now, show me a world in which that doesn't deserve a thank you.”
Penny has the ability to make one feel one is her only client and I take every opportunity to sing her praises! ”
She took great care to find me the best available deal, having first taken the time to fully understand my requirements. Rebecca always made sure I had all the information I needed, and was able to advise me on everything I required from the mortgage itself, to life insurance as well as buildings & contents. She did all the leg-work, filled out forms for me, liaised with lenders and lawyers on my behalf, and really took the stress right out of the process. I wouldn't hesitate for a second in recommending her services to friends and family - excellent all round.”
The service and support has always been exceptional - I would not hesitate in recommending Penny to anyone. My experience I had planning and paying for Arthur's long term care, the great support and advice I received from Penny was exceptional.”
Penny is clearly at the top of her game and her knowledge and practical advice within the financial market is second to none. When giving advice, Penny has a gift of being able to simplify the most complex subjects into layman’s terms in a cool and confident manner, allowing me to feel relaxed and secure. I have every confidence in Penny and when I make any financial changes to my life or portfolio of investment I contact Penny immediately and receive the guidance I need to reach my goals. I don’t think I would be where I am if it weren’t for Penny and her team at St. James’s Place.”