Chartered Financial Planners in Surrey

For many people, the complications of financial management and setting up of financial plans can be confusing and time-consuming. Our job is to make sure that you make the right decisions regarding your wealth so that it is protected for the future. We understand that financial decisions can be life-altering and that is why we take the time to understand your financial goals to ensure we can create a bespoke and independent financial plan for you.

With over 45 years of experience providing financial planning in Surrey, our mission has always been to protect our clients and to ensure they make the most out of their wealth. Our outstanding track record is reflected in the fact that many of our clients have been with us for more than 18 years. In fact, some of our clients have been with us since our inception in 1969.

Our mission is to ensure we treat every client individually and yet apply a consistent approach to the allocation of investments, ensuring the highest levels of customer satisfaction. Our experience means that we have been able to perfect this over the years, and we believe our traditional but forward-thinking approach is what really sets us apart.

At Partridge Muir & Warren there is no ‘one-size-fits-all’ approach. Our individual clients are people we know, understand and nurture.

Our services

 

Wealth Management

Our Wealth Management Service is a meticulous and ongoing process that will take care of all your financial planning and investment management requirements. We tailor our service to your specific needs, looking at the goals you have and how best to achieve them. We understand that measuring our progress, making adjustments as required and keeping you informed every step of the way, is what our clients are really looking for.

 

Our highly qualified and experienced professionals understand that the service they provide is essential to your wellbeing and that is why they invest their time and energy into developing relationships built on trust and loyalty.

 

Investment Management

With our wealth of experience in providing investment management services in Surrey, you can be assured that your investment portfolio is in safe hands. We take the time to understand your plans, audit your current assets with meticulous attention to detail and assess your financial objectives. We will monitor, analyse and adapt your portfolio, doing our utmost to achieve sustainable growth for you now and in the future.

If you choose Partridge Muir & Warren as your wealth managers you can be certain that we are in this for the long-term.

 

Financial Planning Services

Are you in need of financial planning services in Surrey? At Partridge Muir & Warren, we have almost half a century of experience in providing these.

We believe that in order to develop robust and effective financial plan for you, we must first know you as a person and understand your financial and personal aspirations. We will take all the time we need to understand both you and your financial goals, thereby enabling us to provide you with a financial plan tailored to your specific needs. We understand that no two financial plans are the same and that providing a tailored service is essential to ensuring success. Most importantly, any advice that we give is entirely independent, so you can be sure we have your best interests at heart.

Let us help you achieve the financial future you desire.

 

Trust and Estate Management Service in Surrey

Are you concerned about the future of your estate? At Partridge Muir & Warren, we understand your desire to protect your financial future and that of your loved ones.

The management of estates, trusts and probate can be an extremely complicated and confusing labyrinth of laws, rules and regulations. If managed poorly, the result can be a long and often stressful process that costs a significant amount in unnecessary tax and legal expenses.

This is why we created our sister company, PMW Trust. There are obvious advantages in using a company that has access to your financial, personal and legal details already held by Partridge Muir and Warren to manage your trusts and estate, and you can be sure that you are getting the best service from a professional company that you already know and trust.

Through PMW Trust, we can provide you and your loved ones with professional, independent and empathetic advice, whenever you need it.

We offer the following services:

  • Lasting Power of Attorney
  • Estate Administration
  • Professional Trustee
  • Professional Executor

Based in Esher and covering all areas of Surrey, we provide independent estate and trust management services to prepare you for the future.

 

Our Approach to Investments

Led by CEO Simon Lewis, we have developed an internal ‘house view’ built on decades of knowledge of the financial market. We have an informed approach to building, developing and reviewing client portfolios, and we understand the importance of investing assets across a variety of industries and locations to ensure a sensible approach to risk.

Our Chartered Investment Managers will painstakingly consider the asset allocation that will best achieve your goals in the long term. We look closely at the concentration of risk in your portfolio, diversifying your investments to protect against volatility and to provide you with a consistent and competitive return on your investment.

Contact us to arrange your complimentary consultation

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