Craig Hendry – Managing partner of Partners Wealth Management Scotland

The move marks an important milestone in PWM’s growth strategy to expand its Scotland presence.

Based across Scotland, JCW is an award-winning financial planning and independent advice firm whose 14 financial planners advise on around £900 million of assets for approximately 1300 clients. From today, the firm will operate under the Partners Wealth Management name. Clients will continue to be supported by the same advisers and teams they know and trust, now backed by the additional scale and resources of a national firm.

Founded in 2004, PWM, part of the 7IM group, is a leading independent wealth management firm with a strong focus on service excellence, driven by its firm commitment to deliver the best possible outcomes for its clients. Together, the firm now comprises 238 professionals overseeing more than £6 billion in assets for around 6,000 clients.

By combining JCW’s expertise and regional strength with PWM’s scale, infrastructure and forward-thinking approach, the newly rebranded firm is poised to deliver an industry-leading wealth management experience for individuals, families and businesses – combining the benefits of national capability with highly personalised, local service.

Fiona Oliver, managing partner, PWM, said: “This is a proud moment for PWM, exemplifying everything we stand for – strong partnerships that lead to exceptional client outcomes.

“By uniting under the PWM brand, we are bringing together the depth of JCW’s expertise with the strength and support of our national platform, while preserving the personal relationships and bespoke service our clients value most. Together, we are better equipped than ever to help our clients achieve their financial freedom.”

Craig Hendry, managing director, PWM Scotland, added: “Today marks the next exciting chapter for our clients and team. By uniting with Partners Wealth Management, we’re combining the strengths of two excellent firms to create a truly class-leading offering.

“Our clients and professional partners can expect even greater value, delivered with the same care, expertise and personal attention they’ve come to expect from us.”