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
Watch our video to find out what we can do for you
Why Choose Partridge Muir & Warren?
Our competence and experience
Established over 50 years ago, we have gained the experience and competence to advise on most financial issues and can demonstrate a track record of successful outcomes for multiple generations of client. We have the insight to navigate you towards the achievement of your goals and steer you clear of financial pitfalls, ensuring you receive reliable financial advice.
Our dedication to personal service
Our scale and organisational structure is optimised to provide a personalised service to each and every client. Unlike most of our competitors, it’s not ‘one size fits all' at PMW. We will take the time to understand your unique needs and build a lasting relationship.
Our belief in what we do
We believe in what we do and we know that with very few exceptions, clients that join us stay long-term. That’s why we don't feel the need to charge high upfront fees; we expect new clients to remain with us long enough for us to recover the investment we make during the discovery and on-boarding process.
News and Insights
Financial Market Commentary – First Half 2024
Simon Lewis, CEO of Partridge Muir & Warren, provides an explanation of what has been happening in global financial markets during the first half of 2024 and sets out his thoughts regarding what might happen next.
Financial Market Commentary – First Quarter 2024
Simon Lewis, CEO of Partridge Muir & Warren provides an update on how PMW client portfolios have performed so far this year. He also gives some additional thoughts about the factors likely to drive financial markets over the next year or so.
Financial Market Commentary – Second Half 2023
Simon Lewis, CEO of Partridge Muir & Warren, explains what happened in global financial markets during the second half 2023 and describes the impact on PMW client portfolios. He also provides an outlook for 2024 and describes the main factors that we believe will influence investment returns this year.