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Welcome to CEO Insights. Here you will find articles written by our CEO, Simon Lewis, covering topics relating to the economy, financial sector and much more. If you have any questions relating to our articles please do not hesitate to contact us.

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10th February 2016

Fill Your Pension Pot not Your Petrol Tank…

A budget and a new tax year approach. Simon Lewis, CEO at Partridge Muir & Warren, considers the planning priorities […]
12th January 2016

PMW Rated one of top 12 Wealth Managers

As we begin the New Year Simon Lewis, CEO at Partridge Muir & Warren, looks back on accolades received in […]
20th July 2014

Nice for Money – New ISA

In his March 2014 Budget speech, the Chancellor of the Exchequer George Osborne said “I want to help savers by […]
10th September 2013

Cleaning Up – RDR

In 2006, the Financial Services Authority announced an initiative to improve confidence and trust in the financial advice process. Its […]
17th July 2013

Why PMW?

PMW offers a range of services, some of which might be suitable to help you achieve your objectives. PMW is […]
11th February 2013

Are you Being Served?

The prospect of reading an article about the regulation of financial services might not fill you with excitement. Nevertheless, if […]
1st July 2011

Hedge Your Bets

The objective of an absolute return fund is pretty straightforward – to deliver a defined positive return whatever happens in […]
1st May 2011

Academy is a Winner

Partridge Muir & Warren is a long-established and respected wealth management company in Surrey. We have Chartered status and have […]
1st April 2011
Wrap it Up

Wrap it up

The relentless increase in the regulation of personal investment arrangements has resulted in an ever-increasing volume of paperwork. As a […]
10th February 2011

Wealth Matters

This is traditionally a time to take stock of our personal finances and to assess what progress we have made […]
18th November 2010

Weather the Storm…

What are absolute return funds? The objective of an absolute return fund is pretty straightforward – to deliver a defined […]
18th October 2010

How to Pick a Winner…

Last month’s article focused on the cost of inertia and the danger of leaving money in investment funds that provide […]

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