WEALTH MANAGEMENT
EXECUTED BEAUTIFULLY
Wealth
Management
Making your wealth work for you and your family
Investment
Management
Creating a personalised portfolio of investments for you
One-Off
Assignment
Helping you plan for the future with confidence
Probate & Estate
Management
Protecting you, your wealth and your family
Still here for you …
The world is a different place for now, but one thing you can be sure of is that we have not changed. We continue to provide a high quality, bespoke service to all of our clients, and are happy to talk to others who think they might benefit from our services.
PMW has maintained its own cloud-based technology for over 15 years, which allows all of our team full access to our systems, wherever they might be. That is one reason why our temporary transition to having most of our team working from home has been seamless. We do miss the face-to-face contact with our clients, but appreciate that for the moment, it is in everyone’s best interest to communicate virtually or by telephone. We are very much looking forward to the day when we can once again welcome clients to our office in Esher.
In the meantime, our existing clients continue to receive their specified service and prospective clients are welcome to contact us to find out more about how we can help with advice and management of investments and pensions. We are also happy to talk to you about drafting wills, lasting powers of attorney and our estate administration and probate services.
Please click on the link below or call 01372 471550 to find out more.
PMW has maintained its own cloud-based technology for over 15 years, which allows all of our team full access to our systems, wherever they might be. That is one reason why our temporary transition to having most of our team working from home has been seamless. We do miss the face-to-face contact with our clients, but appreciate that for the moment, it is in everyone’s best interest to communicate virtually or by telephone. We are very much looking forward to the day when we can once again welcome clients to our office in Esher.
In the meantime, our existing clients continue to receive their specified service and prospective clients are welcome to contact us to find out more about how we can help with advice and management of investments and pensions. We are also happy to talk to you about drafting wills, lasting powers of attorney and our estate administration and probate services.
Please click on the link below or call 01372 471550 to find out more.
Watch our video to find out what we can do for you
News and Insights
Against all Odds
At Partridge Muir & Warren we have always believed that the key to success is understanding and listening to our clients. So when the news came in March 2020 that the UK was going into full lockdown due to the Coronavirus pandemic, we realised that our focus on our clients’ wellbeing was more important than […]
The Budget 2021
Rishi Sunak delivered a blockbuster Budget yesterday. Following the fiscal largess necessary over the previous 12 months, this is a Chancellor used to talking big numbers and he did not disappoint. Presentationally, this was a smooth and assured delivery and from the perspective of political theatre, will have done no harm to his future leadership […]
5 Things You Should Never Include in Your Will
Many people like the fact a will puts them in control of what happens to their estate. But whilst most know what they want to include in the will, many are unaware of what’s not allowed, or even legal. Here are five of the most common things that people mistakenly believe can be included in a will, but certainly should not.