What Partners Wealth Management say about themselves
“PWM is an independent wealth management firm dedicated to guiding individuals, families, and professionals toward lasting financial freedom.”
Partners Wealth Management LLP
- Incorporated
- 24 April 2004 (22 years)
- Industry
- None Supplied (None Supplied)
- Owned by
- Accounts type
- Full
- Region
- Greater London
- Address
- 1 Angel CourtLondonEC2R 7HJ
Website & contact details
Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 16 June 2027
- Last conf. stmt
- 2 June 2026
Officers 45 active
Officer details are public data from the Companies House register.
Edmond, Luke Cameron
LLP Member · Appointed 1 July 2026
Born June 1995 (31)
Green, Alexander Tom
LLP Member · Appointed 1 July 2026
Born November 1978
Haines, Patrick Michael Roderick
LLP Member · Appointed 1 July 2026
Born June 1967 (59)
Roberts, William Welch
LLP Member · Appointed 1 July 2026
Born July 1978 (48)
Smilewicz, Katarzyna
LLP Member · Appointed 1 July 2026
Born October 1982 (44)
Thompson, Adam
LLP Member · Appointed 1 July 2025
Born August 1994 (32)
Wildman, Matthew
LLP Member · Appointed 1 July 2025
Born November 1992
LLP Member · Appointed 17 March 2025
Born September 1969 (57)
Record, Robert Oswald
LLP Member · Appointed 1 June 2024
Born October 1976 (50)
Aukett, Benjamin
LLP Member · Appointed 1 July 2023
Born July 1992 (34)
Bennett, Georgina Elizabeth
LLP Member · Appointed 1 July 2023
Born September 1984 (42)
Burt, Nicholas
LLP Member · Appointed 1 July 2023
Born April 1977 (49)
Hodgetts, Jeffrey
LLP Member · Appointed 1 July 2023
Born October 1977 (49)
Martineau, Timothy
LLP Member · Appointed 1 July 2023
Born January 1962 (64)
Priestley, Mark
LLP Member · Appointed 1 July 2023
Born May 1961 (65)
Wood, Phillip
LLP Member · Appointed 1 July 2023
Born September 1964 (62)
Armitage, Richard
LLP Member · Appointed 1 August 2022
Born July 1980 (46)
Bull, David
LLP Member · Appointed 1 August 2022
Born March 1979 (47)
Cameron, Robin
LLP Member · Appointed 1 August 2022
Born March 1967 (59)
Clarke, Daniel
LLP Member · Appointed 1 August 2022
Born October 1971 (55)
LLP Member · Appointed 1 August 2022
Born May 1973 (53)
Mina, Andrew
LLP Member · Appointed 1 August 2022
Born January 1989 (37)
Strickland, Matthew
LLP Member · Appointed 1 August 2022
Born April 1983 (43)
Davis, Nigel
LLP Member · Appointed 1 October 2021
Born May 1968 (58)
Jones, Robert Maximillian
LLP Member · Appointed 1 October 2021
Born May 1985 (41)
Mottershaw, Aaron
LLP Member · Appointed 1 October 2021
Born February 1983 (43)
Schofield, Hilary
LLP Member · Appointed 1 October 2021
Born February 1961 (65)
Stratton-Brown, Robert
LLP Member · Appointed 1 October 2021
Born March 1970 (56)
Corporate LLP Designated Member · Appointed 30 September 2020
Also at Seven Investment Management LLP
LLP Designated Member · Appointed 6 April 2020
Born November 1962
Wassell, Anthony Mark
LLP Designated Member · Appointed 6 April 2020
Born February 1966 (60)
Cullis, Paul Richard
LLP Designated Member · Appointed 6 April 2019
Born January 1968 (58)
Prior, Nathan Robert
LLP Designated Member · Appointed 6 April 2019
Born January 1984 (42)
Wilson, Duncan Alexander
LLP Designated Member · Appointed 6 April 2019
Born March 1974 (52)
Malins, Paul Stephen
LLP Designated Member · Appointed 1 July 2018
Born December 1963 (62)
Ward, Simon Jonathan
LLP Designated Member · Appointed 1 July 2018
Born June 1972 (54)
Oliver, Fiona
LLP Designated Member · Appointed 24 April 2018
Born June 1972 (54)
LLP Designated Member · Appointed 6 April 2017
Born April 1960 (66)
LLP Designated Member · Appointed 6 April 2014
Born December 1967 (58)
Clarke, Christopher Michael
LLP Designated Member · Appointed 6 April 2014
Born December 1963 (62)
Johnston, Matthew James
LLP Designated Member · Appointed 6 April 2014
Born July 1974 (52)
Killingley, David
LLP Designated Member · Appointed 6 April 2014
Born April 1969 (57)
Skipper, Brett Ashley
LLP Designated Member · Appointed 6 April 2014
Born August 1974 (52)
LLP Designated Member · Appointed 21 October 2008
Also at Cobalt Data Centre 3 LLP · more companies
Born September 1960 (66)
Davies, Timothy Clive
LLP Designated Member · Appointed 24 April 2004
Born July 1965 (61)
Officer history (15 former)
7 October 2026
Resigned Young, Gregory Neil as LLP Designated Member
31 August 2026
Resigned Tustin, Andrew Mark as LLP Designated Member
1 July 2026
Appointed Edmond, Luke Cameron as LLP Member
1 July 2026
Appointed Green, Alexander Tom as LLP Member
1 July 2026
Appointed Haines, Patrick Michael Roderick as LLP Member
1 July 2026
Appointed Roberts, William Welch as LLP Member
1 July 2026
Appointed Smilewicz, Katarzyna as LLP Member
1 July 2025
Appointed Thompson, Adam as LLP Member
1 July 2025
Appointed Wildman, Matthew as LLP Member
17 March 2025
30 June 2024
Resigned Roberts, James Welch as LLP Designated Member
1 June 2024
Appointed Record, Robert Oswald as LLP Member
5 April 2024
Resigned Smith, Robert Andrew as LLP Designated Member
5 April 2024
19 January 2024
Resigned Smith, Daniel John as LLP Designated Member
19 January 2024
Resigned Kelly, John as LLP Member
19 January 2024
Resigned Rider, Rebecca as LLP Member
19 January 2024
Resigned Horler, Jonathan Michael Ramsay as LLP Member
19 January 2024
Resigned Garber, Andrew Louis as LLP Designated Member
1 July 2023
Appointed Burt, Nicholas as LLP Member
1 July 2023
Appointed Wood, Phillip as LLP Member
1 July 2023
Appointed Kelly, John as LLP Member
1 July 2023
Appointed Aukett, Benjamin as LLP Member
1 July 2023
Appointed Bennett, Georgina Elizabeth as LLP Member
1 July 2023
Appointed Hodgetts, Jeffrey as LLP Member
1 July 2023
Appointed Martineau, Timothy as LLP Member
1 July 2023
Appointed Priestley, Mark as LLP Member
1 December 2022
Appointed Horler, Jonathan Michael Ramsay as LLP Member
1 December 2022
Appointed Rider, Rebecca as LLP Member
1 August 2022
Appointed Cameron, Robin as LLP Member
1 August 2022
Appointed Strickland, Matthew as LLP Member
1 August 2022
Appointed Clarke, Daniel as LLP Member
1 August 2022
1 August 2022
Appointed Bull, David as LLP Member
1 August 2022
Appointed Armitage, Richard as LLP Member
1 August 2022
Appointed Mina, Andrew as LLP Member
31 December 2021
Resigned Grimmond, Simon as LLP Designated Member
1 October 2021
Appointed Stratton-Brown, Robert as LLP Member
1 October 2021
Appointed Schofield, Hilary as LLP Member
1 October 2021
Appointed Mottershaw, Aaron as LLP Member
1 October 2021
Appointed Jones, Robert Maximillian as LLP Member
1 October 2021
Appointed Davis, Nigel as LLP Member
30 September 2020
6 April 2020
Appointed Wassell, Anthony Mark as LLP Designated Member
6 April 2020
Appointed Smith, Daniel John as LLP Designated Member
6 April 2020
6 April 2019
Appointed Tustin, Andrew Mark as LLP Designated Member
6 April 2019
Appointed Cullis, Paul Richard as LLP Designated Member
6 April 2019
Appointed Prior, Nathan Robert as LLP Designated Member
6 April 2019
Appointed Wilson, Duncan Alexander as LLP Designated Member
6 April 2019
Appointed Young, Gregory Neil as LLP Designated Member
1 July 2018
Appointed Grimmond, Simon as LLP Designated Member
1 July 2018
Appointed Malins, Paul Stephen as LLP Designated Member
1 July 2018
Appointed Ward, Simon Jonathan as LLP Designated Member
24 April 2018
Resigned Radonich, George Vincent Peter as LLP Designated Member
24 April 2018
Appointed Oliver, Fiona as LLP Designated Member
6 April 2017
6 April 2014
Appointed Smith, Robert Andrew as LLP Designated Member
6 April 2014
Appointed Killingley, David as LLP Designated Member
6 April 2014
Appointed Radonich, George Vincent Peter as LLP Designated Member
6 April 2014
Appointed Clarke, Christopher Michael as LLP Designated Member
6 April 2014
Appointed Skipper, Brett Ashley as LLP Designated Member
6 April 2014
Appointed Johnston, Matthew James as LLP Designated Member
6 April 2014
31 March 2012
Resigned Horler, Jonathan Michael Ramsay as LLP Designated Member
21 October 2008
4 November 2005
Appointed Garber, Andrew Louis as LLP Designated Member
4 November 2005
Appointed Horler, Jonathan Michael Ramsay as LLP Designated Member
4 November 2005
Resigned Waring, Mark Taylor as LLP Designated Member
24 April 2004
Appointed Energize Secretary Limited as Corporate LLP Designated Member
24 April 2004
Resigned Energize Secretary Limited as Corporate LLP Designated Member
24 April 2004
Appointed Waring, Mark Taylor as LLP Designated Member
24 April 2004
24 April 2004
Appointed Davies, Timothy Clive as LLP Designated Member
24 April 2004
Appointed Roberts, James Welch as LLP Designated Member
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 30 September 2020
Holds 75–100% of voting rights
Right to 75–100% of surplus assets
Right to appoint and remove members
Limited By Shares
Reg. no. 04092911
Former controllers (2)
30 September 2020
Ceased James Welch Roberts — Holds 25–50% of voting rights
30 September 2020
Group structure 17 companies
Ownership group derived from the Companies House PSC register
7IM Investment and Retirement Solutions Limited Owns 75–100% of shares
CPN Financial Services Limited Owns 75–100% of shares
Acumensa Limited Owns 75–100% of shares
CPN Private Wealth Limited Owns 75–100% of shares
7IM Services Limited Owns 75–100% of shares
Amicus Wealth Limited Owns 75–100% of shares
Partners Wealth Management LLP This company Holds 75–100% of voting rights
Partners Wealth Management Solutions Limited Owns 75–100% of shares
Johnston Carmichael Wealth Limited Owns 75–100% of shares
Navigate Capital Management Limited Owns 75–100% of shares
Oculus Wealth Management (Surrey) Limited Owns 75–100% of shares
Rockhold Holdco Limited Owns 75–100% of shares
Rockhold Asset Management Limited Owns 75–100% of shares
Seven Investment Management LLP Holds 75–100% of voting rights
7IM Limited Owns 75–100% of shares
7IM Trustees Limited Owns 75–100% of shares
Financials
Figures from 2020 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £2,592,470
- up £1,023,734 (65%)
- Cash
- £2,742,889
- up £947,438 (53%)
- Employees
- 43
- up 5 (13%)
- Current Ratio
- 6.4x
Balance sheet detail
| 2020 | |
|---|---|
| Current Assets | £3,068,986 |
| Debtors | £326,097 |
| Cash | £2,742,889 |
| Creditors (< 1 year) | £476,516 |
| Net Current Assets | £2,592,470 |
| Net Assets | £2,592,470 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 14 September 2026 | Termination of appointment of a member | |||
| 22 July 2026 | Appointment of a member | |||
| 15 July 2026 | Appointment of a member | |||
| 15 July 2026 | Appointment of a member | |||
| 15 July 2026 | Appointment of a member |
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