Working closely with PwC, we have created a range of services for PwC Partners* that is designed to help you and your family at every stage of your career – from the moment you become a Partner, to leaving the firm, retirement and beyond. It has been specifically designed to cater for your financial needs and your independence requirements at competitive fees available to PwC Partners and your families.
The four services that form My WealthPartner complement each other and, as your needs and preferences change, you can move easily between them, putting you in complete control of your financial planning 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. Dependent 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.
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.