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PARTNERS
EDINBURGH FINANCIAL SPECIALISTS
SENIOR PARTNER PRACTICE OF
The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose
of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.
The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
PW & Partners Ltd is registered in Scotland, Number SC346395. Registered Office: Dundas House, Westfield Park, Edinburgh, Lothian EH22 3FB.
SENIOR PARTNER PRACTICE OF
PW & PARTNERS LTD, Melville House, 18-22 Melville St, Edinburgh EH3 7NS
T:0131 303 0053 F:0131 459 9201 E:pwandpartners@sjpp.co.uk W:www.pwandpartners.co.uk
Penny and her team have a
wonderful “can-do” attitude and
always give advice perfectly
tailored to our needs. Penny has
the ability to make one feel one
is her only client and I take every
opportunity to sing her praises!
Carla Cowlin, Retired, Calne
“
“
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.
Mark Beattie, Edinburgh
“
“
EXPERTISE, KNOWLEDGE, RELIABILITY, HONESTY,
COMPASSION, PROFESSIONALISM…?
AT PW & PARTNERS WE UNDERSTAND THAT IT CAN
SOMETIMES BE A BIG STEP TO GET FINANCIAL
ADVICE AS WELL AS AN INVESTMENT OF YOUR
TRUST AND OF COURSE HARD-EARNED MONEY.
We are a highly qualified team of passionate, flexible and
approachable specialist financial advisers providing
extensive financial planning and money management
services whatever your stage of life. We will work in
partnership with you, guide you and provide you with the
knowledge and ability to maximise your money’s
potential - building towards financial security, reassurance
and peace of mind for you and your family.
What do you look for when choosing a financial adviser?
Why choose us?
Because we promise to
care as much as you do...
PARTNERS
PW & PARTNERS WAS SET UP IN 2001 BY PENNY
WOTHERSPOON AND HAS GONE FROM STRENGTH
TO STRENGTH. A SENIOR PARTNER PRACTICE WITHIN
ST. JAMES'S PLACE WEALTH MANAGEMENT, WE
HAVE GROWN OUR TEAM OF CONSUMMATE
PROFESSIONALS TO PROVIDE OUR CLIENTS WITH
A HIGH LEVEL OF FINANCIAL ADVICE COVERING
A WIDE RANGE OF SERVICES COUPLED WITH TOP
NOTCH CUSTOMER SERVICE. WE ALSO HAVE THE
SUPPORT OF ST. JAMES’S PLACE - ONE OF THE
STRONGEST WEALTH MANAGEMENT COMPANIES IN
THE UK (FTSE 100).
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– offering our clients further peace
of mind.
We understand you are putting your future in our hands,
which is why we are constantly striving to be at the top of
our game, investing in continued training and knowledge
building. Trust is something that is earned, and our first-rate
work coupled with our compassionate and caring ability
to do business helps us build strong rapport and lifelong
relationships with our clients.
The Perfect
Partnership
PARTNERS
…
2001
650
100
80
100%
10%
PW & PARTNERS was set up and
has gone from strength to strength
A growing practice with over 650*clients
trusting us with their financial affairs
St. James’s Place is a
FTSE 100 company
Over 80 years of experience between us
Our client retention rate*speaks for itself
Of our annual profits are given
to charity
*687 clients as at June 2015
*PW & Partners have had 100% Persistency since 2011. Figures based on 254 cases.
AT PW & PARTNERS WE UNDERSTAND THAT NOT
EVERYONE KNOWS EXACTLY WHAT THEY SHOULD
HAVE IN PLACE TO PROTECT THEMSELVES, THEIR
FAMILY AND FINANCES AT EACH STAGE OF LIFE.
PRIORITIES CHANGE, CIRCUMSTANCES ALTER, OUR
FINANCIAL STABILITY MAY FLUCTUATE AND WHAT’S
IMPORTANT TO US IN OUR THIRTIES WILL CHANGE
WHEN WE REACH RETIREMENT AGE. IT CAN ALL GET
QUITE COMPLICATED AND CONFUSING TO STAY
ON TOP OF BUT IT’S TOO IMPORTANT TO KEEP
PUTTING IT OFF.
Visit our website to view our Life Stage Financial Planner
and gain an understanding of what you should be thinking
about to feel more secure about your financial future. For
example, we all insure our homes and cars…but what
about the things that can’t be replaced and things we don’t
necessarily like thinking about? Peace of mind is priceless
and something we can help with by preparing you for
some of life’s ups and downs. It’s worth giving it careful
consideration. We recommend a discussion about your
individual circumstances so we can lay out all the options
available to you that you should be thinking about at your
particular life stage.
None of us know what the
future holds…but we can
help you prepare for it
PARTNERS
What’s your life stage?
By visiting our Life Stage Financial Planner we
will give you some food for thought about
the things you should be thinking about
when it comes to getting prepared and
making the most of your finances.
Relationship/
Cohabiting
Married/
Civil
Partnership
Family with
Children
Divorced/
Separated
Business
Owner
Pre-
Retirement
Post-
Retirement
Later Life
Single
OUR SERVICE PROMISE:
• To offer a highly personalised, tailored experience
based on the best interests of our clients
• To strive to offer you peace of mind and security for the
future by making your money work harder for you
• To listen carefully and understand your goals and
aspirations to offer well-thought through advice and
solutions and challenge the status quo if required
• To communicate openly and honestly throughout our
professional relationship to keep you informed on all
issues and services which may impact your financial
security. One way we will do this is via our E-Briefing
Service – you can simply register to this service putting
you in control of the information you receive
• To review your financial affairs regularly to ensure we
continually meet your objectives and are up-to-date on
any changes in your circumstances
• To fully utilise our relationship with St. James’s Place (one
of the strongest UK Wealth Management companies)
and their distinctive approach to investment management
to help you build a sound and secure financial future.
St. James's Place also 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
• To liaise where necessary and when required with
our clients’ exsisting solicitors, accountants and other
professional advisers
• To build and enhance our expertise and knowledge by
continuing to develop our technical skills through further
study and research
• To continue to build our business and client
service experience around what our clients need
and want
• To request feedback after every separate transaction
you have with us so we can constantly develop and
improve our client service experience
• To strive to make every dealing with us informative and
enjoyable – whether it’s a happy or sad situation or
circumstance we pride ourselves on our caring,
passionate and reliable approach to servicing our clients
with a smile – we are here for you.
A business built around what
our clients need and want…
PARTNERS
The service we have received
from Penny and her team has
been exemplary. 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.
Peter Gray, Retired, Edinburgh
“
“
WE AIM TO BE AS FLEXIBLE AND ACCESSIBLE AS
POSSIBLE WHEN IT COMES TO COMMUNICATION
AND OUR AVAILABILITY. WE OFFER LOTS OF WAYS
TO KEEP IN TOUCH WITH OUR CLIENTS AND
VICE VERSA.
FOR INSTANCE, HAVE YOU JOINED OUR
E-BRIEFING SERVICE YET? IF NOT, IT’S A GREAT WAY
TO CHOOSE AND MANAGE HOW YOU WOULD LIKE
US TO KEEP IN TOUCH WITH YOU. EVERYTHING
FROM THE ST. JAMES’S PLACE’S QUARTERLY
INVESTOR MAGAZINE TO OUR WEEKLY BULLETIN
OFFERING UPDATES ON THE OUTSIDE FACTS WHICH
MAY AFFECT YOU. OR, IF YOU HAVE A PROFILE ON
LINKEDIN, WHY NOT FOLLOW OUR COMPANY PAGE
FOR TOPICAL AND COMPANY UPDATES.
To take a good look around our services and what we
offer visit our website at www.pwandpartners.co.uk and if
you haven’t done so already why not register for our
Online Client Service which allows you to login to view
information like your Wealth Account/Client Summary,
Retirement Contribution Summaries, Fund Fact Sheets and
Income Distributions Statements amongst other things.
Keeping
in Touch…
PARTNERS
Our office opening hours are Monday to Friday 9am–5pm.
We aim to accommodate our clients’ needs and will make
ourselves available outwith these hours when required
Follow us on LinkedIn
Call us on 0131 303 0053
Use our online client services
Email us: pwandpartners@sjpp.co.uk
Visit us: www.pwandpartners.co.uk
We can visit you at home or a meeting place of your choice
Visit us at our office Melville House
18-22 Melville Street Edinburgh EH3 7NS
in
@
PARTNERS
EDINBURGH FINANCIAL SPECIALISTS
SENIOR PARTNER PRACTICE OF
The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose
of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.
The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
PW & Partners Ltd is registered in Scotland, Number SC346395. Registered Office: Dundas House, Westfield Park, Edinburgh, Lothian EH22 3FB.
SENIOR PARTNER PRACTICE OF
PW & PARTNERS LTD, Melville House, 18-22 Melville St, Edinburgh EH3 7NS
T:0131 303 0053 F:0131 459 9201 E:pwandpartners@sjpp.co.uk W:www.pwandpartners.co.uk
Penny and her team have a
wonderful “can-do” attitude and
always give advice perfectly
tailored to our needs. Penny has
the ability to make one feel one
is her only client and I take every
opportunity to sing her praises!
Carla Cowlin, Retired, Calne
“
“
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.
Mark Beattie, Edinburgh
“
“

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PW&Partners Practice Brochure Online Version

  • 1. PARTNERS EDINBURGH FINANCIAL SPECIALISTS SENIOR PARTNER PRACTICE OF The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. PW & Partners Ltd is registered in Scotland, Number SC346395. Registered Office: Dundas House, Westfield Park, Edinburgh, Lothian EH22 3FB. SENIOR PARTNER PRACTICE OF PW & PARTNERS LTD, Melville House, 18-22 Melville St, Edinburgh EH3 7NS T:0131 303 0053 F:0131 459 9201 E:pwandpartners@sjpp.co.uk W:www.pwandpartners.co.uk Penny and her team have a wonderful “can-do” attitude and always give advice perfectly tailored to our needs. Penny has the ability to make one feel one is her only client and I take every opportunity to sing her praises! Carla Cowlin, Retired, Calne “ “ 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. Mark Beattie, Edinburgh “ “
  • 2. EXPERTISE, KNOWLEDGE, RELIABILITY, HONESTY, COMPASSION, PROFESSIONALISM…? AT PW & PARTNERS WE UNDERSTAND THAT IT CAN SOMETIMES BE A BIG STEP TO GET FINANCIAL ADVICE AS WELL AS AN INVESTMENT OF YOUR TRUST AND OF COURSE HARD-EARNED MONEY. We are a highly qualified team of passionate, flexible and approachable specialist financial advisers providing extensive financial planning and money management services whatever your stage of life. We will work in partnership with you, guide you and provide you with the knowledge and ability to maximise your money’s potential - building towards financial security, reassurance and peace of mind for you and your family. What do you look for when choosing a financial adviser? Why choose us? Because we promise to care as much as you do... PARTNERS
  • 3. PW & PARTNERS WAS SET UP IN 2001 BY PENNY WOTHERSPOON AND HAS GONE FROM STRENGTH TO STRENGTH. A SENIOR PARTNER PRACTICE WITHIN ST. JAMES'S PLACE WEALTH MANAGEMENT, WE HAVE GROWN OUR TEAM OF CONSUMMATE PROFESSIONALS TO PROVIDE OUR CLIENTS WITH A HIGH LEVEL OF FINANCIAL ADVICE COVERING A WIDE RANGE OF SERVICES COUPLED WITH TOP NOTCH CUSTOMER SERVICE. WE ALSO HAVE THE SUPPORT OF ST. JAMES’S PLACE - ONE OF THE STRONGEST WEALTH MANAGEMENT COMPANIES IN THE UK (FTSE 100). 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– offering our clients further peace of mind. We understand you are putting your future in our hands, which is why we are constantly striving to be at the top of our game, investing in continued training and knowledge building. Trust is something that is earned, and our first-rate work coupled with our compassionate and caring ability to do business helps us build strong rapport and lifelong relationships with our clients. The Perfect Partnership PARTNERS … 2001 650 100 80 100% 10% PW & PARTNERS was set up and has gone from strength to strength A growing practice with over 650*clients trusting us with their financial affairs St. James’s Place is a FTSE 100 company Over 80 years of experience between us Our client retention rate*speaks for itself Of our annual profits are given to charity *687 clients as at June 2015 *PW & Partners have had 100% Persistency since 2011. Figures based on 254 cases.
  • 4. AT PW & PARTNERS WE UNDERSTAND THAT NOT EVERYONE KNOWS EXACTLY WHAT THEY SHOULD HAVE IN PLACE TO PROTECT THEMSELVES, THEIR FAMILY AND FINANCES AT EACH STAGE OF LIFE. PRIORITIES CHANGE, CIRCUMSTANCES ALTER, OUR FINANCIAL STABILITY MAY FLUCTUATE AND WHAT’S IMPORTANT TO US IN OUR THIRTIES WILL CHANGE WHEN WE REACH RETIREMENT AGE. IT CAN ALL GET QUITE COMPLICATED AND CONFUSING TO STAY ON TOP OF BUT IT’S TOO IMPORTANT TO KEEP PUTTING IT OFF. Visit our website to view our Life Stage Financial Planner and gain an understanding of what you should be thinking about to feel more secure about your financial future. For example, we all insure our homes and cars…but what about the things that can’t be replaced and things we don’t necessarily like thinking about? Peace of mind is priceless and something we can help with by preparing you for some of life’s ups and downs. It’s worth giving it careful consideration. We recommend a discussion about your individual circumstances so we can lay out all the options available to you that you should be thinking about at your particular life stage. None of us know what the future holds…but we can help you prepare for it PARTNERS What’s your life stage? By visiting our Life Stage Financial Planner we will give you some food for thought about the things you should be thinking about when it comes to getting prepared and making the most of your finances. Relationship/ Cohabiting Married/ Civil Partnership Family with Children Divorced/ Separated Business Owner Pre- Retirement Post- Retirement Later Life Single
  • 5. OUR SERVICE PROMISE: • To offer a highly personalised, tailored experience based on the best interests of our clients • To strive to offer you peace of mind and security for the future by making your money work harder for you • To listen carefully and understand your goals and aspirations to offer well-thought through advice and solutions and challenge the status quo if required • To communicate openly and honestly throughout our professional relationship to keep you informed on all issues and services which may impact your financial security. One way we will do this is via our E-Briefing Service – you can simply register to this service putting you in control of the information you receive • To review your financial affairs regularly to ensure we continually meet your objectives and are up-to-date on any changes in your circumstances • To fully utilise our relationship with St. James’s Place (one of the strongest UK Wealth Management companies) and their distinctive approach to investment management to help you build a sound and secure financial future. St. James's Place also 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 • To liaise where necessary and when required with our clients’ exsisting solicitors, accountants and other professional advisers • To build and enhance our expertise and knowledge by continuing to develop our technical skills through further study and research • To continue to build our business and client service experience around what our clients need and want • To request feedback after every separate transaction you have with us so we can constantly develop and improve our client service experience • To strive to make every dealing with us informative and enjoyable – whether it’s a happy or sad situation or circumstance we pride ourselves on our caring, passionate and reliable approach to servicing our clients with a smile – we are here for you. A business built around what our clients need and want… PARTNERS The service we have received from Penny and her team has been exemplary. 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. Peter Gray, Retired, Edinburgh “ “
  • 6. WE AIM TO BE AS FLEXIBLE AND ACCESSIBLE AS POSSIBLE WHEN IT COMES TO COMMUNICATION AND OUR AVAILABILITY. WE OFFER LOTS OF WAYS TO KEEP IN TOUCH WITH OUR CLIENTS AND VICE VERSA. FOR INSTANCE, HAVE YOU JOINED OUR E-BRIEFING SERVICE YET? IF NOT, IT’S A GREAT WAY TO CHOOSE AND MANAGE HOW YOU WOULD LIKE US TO KEEP IN TOUCH WITH YOU. EVERYTHING FROM THE ST. JAMES’S PLACE’S QUARTERLY INVESTOR MAGAZINE TO OUR WEEKLY BULLETIN OFFERING UPDATES ON THE OUTSIDE FACTS WHICH MAY AFFECT YOU. OR, IF YOU HAVE A PROFILE ON LINKEDIN, WHY NOT FOLLOW OUR COMPANY PAGE FOR TOPICAL AND COMPANY UPDATES. To take a good look around our services and what we offer visit our website at www.pwandpartners.co.uk and if you haven’t done so already why not register for our Online Client Service which allows you to login to view information like your Wealth Account/Client Summary, Retirement Contribution Summaries, Fund Fact Sheets and Income Distributions Statements amongst other things. Keeping in Touch… PARTNERS Our office opening hours are Monday to Friday 9am–5pm. We aim to accommodate our clients’ needs and will make ourselves available outwith these hours when required Follow us on LinkedIn Call us on 0131 303 0053 Use our online client services Email us: pwandpartners@sjpp.co.uk Visit us: www.pwandpartners.co.uk We can visit you at home or a meeting place of your choice Visit us at our office Melville House 18-22 Melville Street Edinburgh EH3 7NS in @
  • 7. PARTNERS EDINBURGH FINANCIAL SPECIALISTS SENIOR PARTNER PRACTICE OF The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. PW & Partners Ltd is registered in Scotland, Number SC346395. Registered Office: Dundas House, Westfield Park, Edinburgh, Lothian EH22 3FB. SENIOR PARTNER PRACTICE OF PW & PARTNERS LTD, Melville House, 18-22 Melville St, Edinburgh EH3 7NS T:0131 303 0053 F:0131 459 9201 E:pwandpartners@sjpp.co.uk W:www.pwandpartners.co.uk Penny and her team have a wonderful “can-do” attitude and always give advice perfectly tailored to our needs. Penny has the ability to make one feel one is her only client and I take every opportunity to sing her praises! Carla Cowlin, Retired, Calne “ “ 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. Mark Beattie, Edinburgh “ “