Whether you're buying your first home, securing financial protection for yourself and your loved ones, aiming to grow your wealth, preparing for retirement, seeking advice on estate matters or inheritance tax (IHT), or preparing for long-term care, we’re here to help you achieve financial wellbeing now and in the future.

We are a highly successful, award-winning team of female Financial Advisers based in Edinburgh, and recognised as one of Scotland’s premier Senior Partner Practices with St. James’s Place.

Our team of qualified specialists excel in Financial Planning Services, including Retirement Planning, Investment Strategies, Inheritance Tax (IHT), Trusts and Estates, Later Life Planning, Corporate Services, Protection and Mortgage Advice.

As the winner of The Scottish Mortgage Awards 2024 BROKER OF THE YEAR (Regional Edinburgh), we're THE BEST IN TOWN!

Contact us today for a No OBLIGATION consultation.

Your home or other property may be repossessed if you do not keep up with 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) 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.

SJP Approved 28/10/2025


PW & PARTNERS LTD

Org chart

Teams

Offices

PW & PARTNERS LTD

Org chart

Teams

Offices

Related companies