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Company ProfileAbout PWS Partnership PWS Partnership is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority. The two principals have collectively over 70-years experience in the Financial Services Industry. We act as Independent Financial Advisers and Independent Mortgage Brokers and our aim is to assist customers achieve their goals and ambitions through a professional service leading to high quality advice on an ongoing basis. We can work on a fee or commission basis which is mutually agreed before we start work on your behalf. We review the whole area of financial planning whether advising an individual, family or corporate business. Our normal advice processes involve the following pattern: Phase One — The First Meeting The purpose of this meeting will be to find out what is important to you. We will discuss your financial values and objectives, as well as identifying any obstacles you face in achieving your goals. We will identify your key relationships, existing assets, other professional advisers, preferred process and important interests. Understanding you as an individual helps us develop your bespoke financial planning strategy. We will look at where you are now, what you want to achieve and how we can help the possibility of you getting there. Phase Two — The Presentation Meeting At this meeting we will deliver an independent review of your current financial situation including recommendations on how to achieve your objectives. This is your bespoke financial plan and will form the foundation of our work together. Since we are looking to establish long term relationships we encourage you to take the time necessary to be completely comfortable with the plan prior to taking the next step. Phase Three — The Implementation Meeting At this meeting we will together execute the documents necessary to put your financial plans into action. Phase Four — The Review Meetings At regular review meetings agreed with you we will assess how well you are maintaining your desired lifestyle and assess the progress you are making towards your financial goals. We will agree an action plan and schedule for any adjustments considered necessary.
Contact InformationPlease use any of the following ways to contact us:
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david@pwspartnership.net with
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