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Welcome to My WealthPartner for PwC

Five wealth management services, to use individually or together, for every Partner and every need

UK offices
Investment professionals
assets under management

At 31 July 2023

The My WealthPartner service, designed for PwC Partners and their immediate family members, has now operated successfully for over 5 years, with over 190 Partners, and more than 220 of their immediate family members, using and valuing the service.

We think it is excellent - responsive, and helpful as well as the compliance/investment benefits. Particular thanks to the team, who have all been great to deal with.
Partner, September 2023

The My WealthPartner service has been designed to deliver a range of wealth management services suitable for PwC Partners*, and your immediate family members, for every life stage – from the moment you become a Partner, to retirement and beyond. Its services are tailored not only to cater for your financial needs but also leverages innovative solutions to make it simpler for you to meet your independence requirements and all at competitive prices.

The five services that form My WealthPartner complement each other and you can use one or more, and move easily between the different services, putting you in complete control of your wealth management needs. For some guidance on which of these services may be best suited to you, see below.

What's more, you can always call upon a dedicated team of professionals at Close Brothers who understand PwC, your benefits, your independence restrictions and other relevant PwC policies, and most importantly, you.

*My WealthPartner is available to PwC UK current Partners and former Partners, their spouses or spousal equivalent, as well as their dependent children. These are the individuals referred to whenever we refer to Partners throughout this site. Dependant children over 18 years of age are eligible to register for their own account, whereas, those with parental responsibility for a child under 18 will be able to register for a Junior ISA account (JISA) on their child’s behalf.

Which service may be right for me?

If you are not sure which service may be right for you, our dedicated team will be happy to help. Please contact us on 0800 028 8960 or email

 This diagram may also be helpful to illustrate which service(s) may be best suited to your needs.

Please be aware that the Financial Review and Advice services can also be used at any time alongside the Online, Walled Garden and Bespoke services.

932 CBAM12444 4267 PWC Decision Tree 2024 D2 No Heading

Please be aware that the value of investments can go down as well as up and you may get back less than you originally invested.

Register for our Online, self-directed service here.
Log in
Access your existing Online account here.
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Get in touch
Our dedicated team is happy to help with any enquiry. Please contact us on: Please note: lines are open 08:00-18:00 Monday to Friday.

Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.