Partners Wealth Management - Case Study - FP Advance - A Boutique Consulting Firm

Partners Wealth Management

Partners Wealth Management are a City based Wealth Management boutique. They specialise in the partners of large legal and accounting firms, city executives and entrepreneurs in London.

  • Turnover is between £5M – £6M pa
  • 45 staff (that includes 25 advisers)
  • AUM is £750M
Listen to James Roberts, a Board Partner at the firm, talk about his Breakthrough Moments.

I also interviewed James on Why Engage External Help? Click here to listen to a snippet and let me know if you’d like to hear the full interview!