Two great organisations, one professional service
Welcome to My WealthPartner for PwC
My WealthPartner Online
Online investing so you can do it yourself. Suitable for Partners who want to make their own decisions without advice.
My WealthPartner Advice
Access to a full range of financial planning and investment services, through a relationship with a financial adviser.
My WealthPartner Bespoke
A direct relationship with an investment manager who will design and manage a bespoke investment portfolio for you.
Offices across the UK
*As at 31 July 2020
- 28 Aug
- Investment management
- 1.5 minute
In a world of information overload, establishing institutional-quality research is a vast undertaking which is why we established a dedicated, in-house research team. Designed to help our investment managers cut through the noise, the team use the most relevant and insightful data to uncover interesting opportunities for clients.Watch now
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 three 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.
What's more, you can always call upon a dedicated team of Close Brothers professionals across the UK 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.
Get in touch
Our dedicated team is there to help you at each stage of your career and beyond.