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Receive trusted advice for a better future
At Partners Like Us, our entire approach is designed around you. We are committed to making your money work as hard as possible to achieve the maximum return, empowering you to enjoy the life you’ve planned for.
Achieving successful financial outcomes for our clients for over 35 years.
We focus on delivering results by understanding your goals and financial requirements. Whatever vision you have for your future, we can assist you by planning ahead to work towards achieving it.
Our fully regulated service is provided with safe and secure business practices. You will have 24-7 access to a dedicated client portal, enabling both secure communication and the ability to track your investments.
International Advice for UK Residents
Whether you need advice on returning to the UK or are a UK resident holding QROPS pensions or savings with non-UK providers, our team has an excellent understanding of cross-border products.
With first hand experience, we understand the importance of working with you, and if necessary, alongside your existing adviser, to ensure a smooth transition back into the UK tax system.
Where Next?
Wealth Management
Comprehensive wealth management, focusing on forming strong and lasting relationships that support you in achieving your goals and financial wellbeing.
Pension Advice
Prioritising your best interests, advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.
Investment Advice
Understanding and supporting our clients for the long-term, our team will help find the right investment solutions for you.
Retirement Planning
Putting your retirement needs first and understanding that a key aspect of retirement is being able to relax and enjoy the fruits of your labour.
Inheritance and Succession
Our experts are here to help guide you through this advice process and ensure that your plans align with legal requirements and best practices.
Migration Services
We partner with multi-jurisdiction advisers to provide continued support and advice to our clients, wherever they are in the world.
Cashflow Forecasting
Our experts will help you understand your cash requirements, giving you the freedom to achieve your goals and make financial decisions.
Important: The value of investments can fall as well as rise, and you may get back less than you invested. The suitability of any investment depends on your individual circumstances. We will explain the risks and recommend solutions appropriate to your objectives before you make any investment decisions.
Partners Like Us is built on the strong relationships with our clients and partners.
A business built for clients...
Who value one-to-one tailored advice.
Who are looking for easy-to-understand communication.
Who want a reliable Adviser to help plan, grow and protect their financial future.
Team up with Partners Like Us and our strategic partners...
Including some of the UK's leading financial services providers and offshore advisers.
We will work with you to exceed your expectations by prioritising your financial wellbeing.
Who support you by making sure that you are in control even when life is challenging.
Why choose Partners Like Us...
We have over 35 years' experience in UK financial planning and wealth structuring.
Your Adviser will help you understand your finances, enabling you to make better financial decisions.
Our team will work with you to achieve your goals and priorities.
Relationships with our clients and service providers are the core of our business.
People Like You
- Who want a long-term partnership with their adviser and excellent service.
- Who appreciate regular, clear and predictable communication.
- Who value honest, unbiased and transparent advice with all costs involved clearly presented.
Legislative expertise across multiple countries
