PWM, which formed in 2004 and is part of the 7IM group, now comprises 238 professionals overseeing more than £6 billion of assets for around 6,000 clients. It hailed the incorporation of Johnston Carmichael Wealth under its own brand as an “important milestone in PWM’s growth strategy” which will “strengthen its position as the UK’s leading independent financial planning and wealth management firm”.
Mr Hendry, a highly experienced chartered planner, said: “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.
Read more:
“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.”
Fiona Oliver, managing partner at 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.”
At the time the acquisition was announced in March, Mr Hendry said joining PWM and the wider 7IM Group “provides an exciting opportunity for our firm to grow while maintaining the values and service our clients expect”.
He added: “With access to PWM’s extensive resources, investment solutions, and technology, we are well-positioned to enhance our offering and continue delivering exceptional financial planning advice.”
