PW & Partners - Edinburgh

PW & Partners is a reputable financial planning company located in Edinburgh, United Kingdom. Specializing in financial planning, the company is committed to providing exceptional services to its clients. The company is female-owned and offers online appointments, on-site services, and wheelchair-accessible facilities.

Address: 18-22 Melville St, Edinburgh EH3 7NS, United Kingdom

Phone: 1313857477

Website: pwandpartners.co.uk

Specialties: Financial planner.

With a strong emphasis on customer satisfaction, PW & Partners takes pride in delivering personalized services to meet individual needs. Their team of experienced professionals is dedicated to helping clients achieve their financial goals. They offer various services, including mortgage advice, investment planning, retirement planning, and tax planning.

Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible toilet, Toilet, Appointments recommended.

According to customer reviews, PW & Partners has consistently delivered high-quality services. Clients praise their professionalism, expertise, and commitment to their financial well-being. Many have shared their positive experiences, with some noting the value they received through their services.

Opinions: This company has 3 reviews on Google My Business.

Average opinion: 5/5.

👍 Reviews of PW & Partners

Elaine B.

5/5

I cannot recommend the services at PW & Partners highly enough. Rebecca Helsby has helped us to find two great mortgage deals. The first time was a remortgage saving us hundreds of pounds a month, and the second was a recent new home purchase. Both times, our experiences have been faultless. Rebecca is friendly, professional and extremely knowledgeable. She made us feel at ease and kept us informed during the entire process.

We won't hesitate to contact Rebecca again when we remortgage in a couple of years. We're absolutely delighted! Thanks again, ladies.

Don T.

5/5

Highly recommend PW&Partners, to sort out your finances, pensions and investments. We wouldn’t use anyone else. Kind, thoughtful company, great customer service. Nothing is too much trouble

Allsopp P.

5/5

We found Rebecca and St James Place to be well informed, and efficient in listening to and identifying the right product for our specific requirements. All correspondence was dealt in a friendly, professional and timely matter. We have no hesitation in recommending their services.