Exceptional Wealth Planning for Individuals, Families, Businesses and Charities
Located in the heart of Belfast City Centre, PHW Wealth Partners is a boutique wealth management firm offering tailored financial planning, strategic investment management and a commitment to unparalleled client service. We specialise in developing bespoke financial plans for high-net-worth individuals, their families, businesses, trusts and charitable organisations.
At PHW Wealth Partners, we believe that true success is built on long-lasting relationships, founded on trust and mutual respect. We’re not just financial advisers: we are trusted partners who work alongside you to help preserve and grow your wealth. Our approach is centred on understanding your unique objectives, offering tailored strategies and providing the insight needed to navigate today’s complex financial landscape with confidence.
With a focus on your long-term vision, we are committed to providing the clarity, expertise and the support to secure your financial future.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 16-22 Bedford Street, Belfast,northern Ireland Bt2 7fd,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.phwwealth.com
- Keywords
- Pension & retirement planning, Business sale & exit planning, Inheritance tax, trust & estate planning, Tax-efficient structuring, Liquidity & cash management, Investment advice & management, Cashflow modelling, Protection & life insurance.
- HQ
- Belfast, Northern Ireland
Phw Wealth Partners Questions
Phw Wealth Partners's website is http://www.phwwealth.com
Phw Wealth Partners's LinkedIn profile is https://uk.linkedin.com/company/phw-wealth-partners
Phw Wealth Partners has
6 employees.
View email and phone details for 6
employees at Phw Wealth Partners.
Phw Wealth Partners's industry is
Financial Services
Phw Wealth Partners's top competitors are
Causeway Asset Management,
Ni Chamber,
Wtw,
Winterflood Securities,
Davy,
The Genesis Network,
Bedford House,
Ride25 Ltd,
Connollys Of Moy,
Bluetrust Limited.
Phw Wealth Partners's categories are Financial Services
Phw Wealth Partners's founding year is 2025
