Wealth Management Services
Are you looking for financial planning or wealth management services? Then look no further than Partridge Muir & Warren.
Established in 1969, we have been delivering financial planning and wealth management advice for almost 50 years. Assisting clients from across the Guildford and Surrey area, we specialise in providing independent advice that is tailored to our clients’ individual needs, putting their best interests at the heart of everything we do.
Our track record puts us ahead of the field in the financial services sector, not only in terms of our professional standards and the personal service we offer, but in the financial results we have achieved on behalf of our clients and our dedication to protecting their wealth.
Our commitment to our clients and the exemplary performance of our wealth management service is reflected in the fact that our average client relationship lasts 18 years. In fact, some of our clients have been with us for over 40 years, which speaks volumes about the loyalty of our client base and their happiness with our service.
Typically the portfolios we protect are in the region of £600,000, though the single largest family portfolio we look after is worth more than £10 million. We will also consider the management of portfolios of around £100,000 if you are looking to add to your investment portfolio in the future.
Choose Partridge Muir & Warren for the management of your wealth, and we will take the time to understand your goals, commitments, and priorities. We will pay meticulous attention to detail in assessing your current financial circumstances and putting in place a plan of action to achieve your goals. Moving forward, we promise to be fastidious in reviewing our progress and making adjustments to your wealth management programme, to protect your financial future.
With nearly 50 years of experience providing investment management services to clients from Guildford, Surrey and further afield, you can be assured that we are a trusted and steadfast business.
Whether you want advice on new investments or a review of your current investment portfolio, our Charted Financial Planners and Wealth Managers can help. They will put together a plan of action that will work towards your goals, based on a broad investment portfolio and following a risk appetite previously agreed with you. Our Investment Management service is ideally suited for clients looking to invest between £50,000 and £100,000.
At Partridge Muir & Warren, we work as a close-knit team, taking a coherent and consistent approach to investments. Our financial planning and investment philosophy is steered by our CEO, Simon Lewis, who regularly reviews our methodology to take into account day-to-day economic developments. It is our commitment to reviewing and adapting our approach that has ensured that we have continued to provide our clients with a consistent return on their investments, exemplified by the fact that our average client relationship lasts 18 years.
Trust and Estate Management
Are you concerned about the future of your estate? At Partridge Muir & Warren, we understand the importance of protecting your estate and providing security for those you hold most dear. That is why we established our sister company, PMW Trust. Based in Surrey and covering the Guildford area and further afield, the company was created to provide professional support for setting up and managing trusts, administering estates and overseeing all matters relating to probate.
We can help you with a range of services, including estate administration, acting as a professional executor or trustee and setting up a Lasting Power of Attorney. Our main purpose is to ensure you and your loved ones have the support you need to ensure your wishes are acted upon. We are motivated by a desire to protect our clients now and in the future, ensuring they are prepared for every eventuality and supported by caring and qualified professionals.
Financial Planning Services
Are you in need of financial planning services? At Partridge Muir & Warren we have over 45 years’ experience of providing financial advice to clients in and around the Guildford area.
As Chartered Financial Planners, we can provide you with a one-off financial consultation or an ongoing review service. We always ensure a thorough approach to our consultations, taking the time to understand your financial goals and to develop a personalised plan that will help you to achieve your objectives. Our recommendations will be meticulously tailored to your needs and you can be assured that you will always receive independent and skilled professional advice. Our aim is to assist you in securing the financial future you desire.
So, if you live in the Guildford area and are looking for expert financial planning or wealth management advice, contact Partridge Muir & Warren today.