Permanent Wealth Partners
It’s not just a name. It’s what we do. Our name comes from a desire to show our true values. To give our clients and the world an insight into our beliefs on how a financial practice business should be run.
Permanent (def) – Lighthouse image
existing perpetually; everlasting, especially without significant change.
intended to exist or function for a long, indefinite period without regard to unforeseeable conditions:
long-lasting or nonfading:
“I’ve missed more than 9,000 shots in my career. I’ve lost almost 300 games. 26 times, I’ve been trusted to take the game winning shot and missed. I’ve failed over and over and over again in my life. And that is why I succeed.”Michael Jordan
a great quantity or store of money, valuable possessions, property, or other riches:
an abundance or profusion of anything; plentiful amount:
the state of being rich; prosperity; affluence:
“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.”Ayn Rand, Atlas Shrugged
person who shares or is associated with another in some action or endeavor; sharer; associate.
“As I join with you, our destination is the same. However, the rationale for that destination is entirely different. Your rationale is the fact that this destination is your calling, while my calling is to get you to your destination.”Craig D. Lounsbrough
Our key values
We are a values led-organisation which is very important in a busy firm like ours. Having a strong set of values within a firm means all staff members know what is expected from them and can take decisions based on these values. These values act as our “North Star” that guide us and we refer back them constantly.
We understand we are dealing with your hard-earned life savings and that is not a responsibility we take lightly. Every action we take from the simplest to the most complex is done carefully and thoughtfully. Extra care is always taken.
When dealing with long-term financial and lifetime planning there is no rush. Things progress over time and sometimes we may not be able to re-configure your finances for one or two years. However we always get there.
Without our valued clients we don’t have a business. We understand this. To do our job properly the most important thing is to get to know you properly. Every client has a dedicated Wealth Partner as well as client support officer to handle the administration of their accounts. We don’t have to do this, but we do because it’s important.