Partnership with Partners Wealth Management

We are delighted to partner with Horsely & Send. The club displays the value we enjoy in our business which is a partnership – people pulling together to create something worthwhile. We hope that together we can help the club thrive in the years ahead.

We have given thought to how we can be real partners with the club. Therefore, in addition to sponsorship contribution to the club, members and parents can benefit themselves and the club and deepen the partnership between firm and club in various ways:

  • Members can receive no obligation consultation on any personal finance matter.
  • Members can benefit from a fee Financial Lifetime Wealth Model from a PWM adviser.
  • Members receive preferential terms if they become PWM clients.
  • If a member, parent or anyone referred by the anyone from the club becomes a client of PWM the club receives further funds.

Thus, anyone trying PWM for mortgages, pensions, investments, deposits, insurance or any personal financial matter can benefit from great service, better terms themselves and at the same time help the club.

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In addition, PWM takes a pride in financial education and will offer of places on their highly sought after financial education Internship days for 18 – 22 year old children of members or colts parents. These courses are designed to help prepare the next generation for taking control and organising their personal finances and provide an overview of careers in the City. If you would like to know more about these days or reserve a place for a child please ask James Roberts, call or email.

What is different about PWM? It is the fusion of the personal with the very best in technology. An independent business in thought and approach we do not sell products but represent clients to bespoke fit the best in any area to your needs.

With £2 billion of assets and a core City presence we feel we bring the best of investment expertise to a local and personal service.

For an initial conversation please call on our dedicated Horsley & Send phoneline 020 3961 5406 or email cricket@partnerswealthmanagement.co.uk

Partners Wealth Management
20 St Andrew Street
London
EC4A 3AG

partnerswealthmanagement.co.uk 

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