Chartered Financial Planners in Surrey | Partridge Muir & Warren

WEALTH MANAGEMENT

EXECUTED BEAUTIFULLY

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Wealth Management
Making your wealth work for you and your family
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Investment Management
Creating a personalised portfolio of investments for you
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One-Off Assignment
Helping you plan for the future with confidence
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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.

Watch our video to find out what we can do for you

 
 

News and Insights

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