We are a highly qualified team of passionate and accessible Financial Advisers. We provide extensive Financial Planning and Money Management Services, whatever your financial situation, to support you in achieving complete Financial Wellbeing. We will help you plan for and handle all the financial ups and downs life might throw your way. From buying your first home and protecting your loved ones (should the worst happen), right through to retirement, estate, Inheritance Tax (IHT) & long-term care planning - ensuring your wealth ends up in the hands of the people it was intended, with the least amount of tax deducted. Our ultimate aim is to help you make your financial goals, aspirations and dreams a reality, allowing you to live and love life! 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 you select and the value can therefore go down as well as up. You may get back less than you invested. * Trusts are not regulated by the Financial Conduct Authority. PW & Partners Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 23/11/2022
View Top Employees from PW & PARTNERS LTDWebsite | http://www.pwandpartners.co.uk |
Revenue | $1 million |
Employees | 13 (13 on RocketReach) |
Founded | 2001 |
Address | 18-22 Melville Street, Edinburgh, Scotland EH3 7NS, GB |
Phone | +44 131 303 0053 |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52399 Companies, NAICS Code 523 Companies |
Looking for a particular PW & PARTNERS LTD employee's phone or email?
The PW & PARTNERS LTD annual revenue was $1 million in 2024.
Apfs Shonagh Livingstone is the Chartered Financial Planner and Director - Partner Practice of St James's Place Wealth Management of PW & PARTNERS LTD.
13 people are employed at PW & PARTNERS LTD.
PW & PARTNERS LTD is based in Edinburgh, Scotland.
The NAICS codes for PW & PARTNERS LTD are [5239, 52, 52399, 523].
The SIC codes for PW & PARTNERS LTD are [62, 628].