Since 1969, we’ve helped individuals and families across Surrey plan, grow and protect their wealth – with joined-up, relationship-based advice that evolves through life, and a team that stays the course with you.
A Generation-Strong Partnership – For You, Your Family and Your Life Goals
Since 1969, Partridge Muir & Warren has been delivering expert, independent financial advice from our base in Esher, Surrey. Today, we are proud to act as trusted advisers to individuals, families, professionals and charitable foundations, offering a highly personalised service, built on long-term relationships.
We take a holistic view of your financial life – carefully considering your goals, values and wider family needs. With in-house experts across financial planning, wealth preservation, tax, legal and investment management, we provide truly joined-up advice, helping you make informed decisions today – and adjusting your strategy as life evolves.
We are proud to support multiple generations of the same family. Clients stay with us for decades – not just because of our expertise, but because we care deeply about doing the right thing – with clarity, integrity, and a personal touch that is becoming increasingly rare in today’s technology-driven world.
But while technology plays a helpful role in streamlining the way we work, it is human insight, empathy and conversation that continue to shape every decision we make on your behalf.
“One of PMW’s underlying strengths is that every client is treated as an individual, and the company ensure that it offers a specialised service tailored to the client’s needs and not one based on a ‘one size fits all’ approach. I have used PMW for over 35 years and have recommended them to friends – which of course, is the ultimate test of a client’s satisfaction.”
Expert support for you and your family – tailored to every stage of life.
What means the world to you, means the world to us
At PMW, we believe that financial advice should be personal, proactive and centred on you. That is why we take time to understand your values, your goals and your family dynamics – and why we continue asking the right questions as life evolves.
Every client journey starts with building trust. We get to know you deeply – often better than you know yourself – so we can craft and adapt your financial strategy with absolute clarity and care. If something does not serve your best interests, we will say so. We are not afraid of honest conversations – with you, or with your family – and we are here to guide, not just advise.
Our multidisciplinary team works as one, in-house. There is no hand-off, no crossed wires, no conflicting advice. Just a joined-up, fully accountable service from people who take personal responsibility for protecting and growing your wealth.
And because we focus on real relationships, many of our clients stay with us for life. Some are now in their fourth generation – a rare continuity that speaks volumes about the value we deliver and the integrity with which we work.
This is not fintech. It is not an algorithm. It is people helping people make wise decisions, through every chapter of life.
Real relationships. Long-term results.
At PMW, we’re proud to work with individuals, families and charitable foundations who value trust, personal care and long-term financial thinking.
Whether we are guiding an individual through an important retirement decision, helping a family trust protect its legacy, or supporting a charity in managing its investments ethically and effectively, the nature of our relationships rarely changes. Our clients are looking for more than one-off advice. They want a partner they can count on — today, tomorrow and through every life stage.
They value straight-talking expertise over jargon. Human insight over algorithms. And the kind of joined-up, in-house, face-to-face service that keeps life simpler, rather than complicating it.
It is why many of our relationships now span multiple generations. And why, when clients choose PMW, they tend to stay.
Delivering clarity and care since 1969
Average length of our client relationships
Supporting families through every life stage
Our clients often tell us that the most valuable part of working with PMW is the feeling of being genuinely cared for. It is not just about financial outcomes – it is about trust, peace of mind, and knowing someone is always in your corner.
*To protect the privacy of our clients, names and photos have been changed. However, the testimonials reflect genuine feedback and experiences.
Once we have assessed your needs, if appropriate, we will arrange an initial meeting. The meeting will be with one of our Chartered Financial Planners. The purpose of the meeting will be to discuss your circumstances and objectives and understand what we can do to help. Advice will not be provided at your first meeting, although if we believe we can help you to achieve your objectives we will explain your options and outline any costs.
Simply complete the form below and we will be in touch.
"*" indicates required fields
