Helping you reach the
summit of your ambition
About Us
Partridge Muir & Warren Ltd (PMW) is a Chartered Financial Planning and Wealth Management company that builds on a heritage of over 50 years. Based in Esher, Surrey, we specialise in delivering genuinely independent advice by means of a highly personalised service. Our clients include private individuals, families, charities and professionals, and we believe that the cornerstone of our business is our consistent commitment to providing excellent customer care.
At PMW we know that protecting your wealth is important to you, and that is why we make it our personal responsibility to craft strategic financial plans that are personalised to you and your family.
We provide four different services to facilitate the delivery of our expertise:
Wealth Management Service
The Wealth Management Service is our core service, to which the majority of our clients subscribe. It is ‘bundled’ service that incorporates an in-depth assessment of circumstances and goals, the creation and implementation of a bespoke financial strategy and a formal process of ongoing review of investments and reassessment of overall strategy.
Investment Management Service
The Investment Management Service is an advisory, investment fund / portfolio focused service. Following on from the FPAS, where suitable we will recommend this service to clients who are looking to invest in funds or a portfolio with specific aims and objectives where a simpler and “lighter touch” client relationship and ongoing service can achieve their goals.
One-Off Assignment
Our One-Off Assignments deliver a rigorous singular process that identifies individual client needs, confirms client priorities and sets out a specific bespoke financial solution.
Probate and Estate Planning
Our Probate and Estate Planning service caters for clients who wish to ensure their wealth is protected and that their family is financially supported should anything happen to them. The service covers all aspects of essential estate planning, such as the establishment of wills and powers of attorney, making the most of exemptions, giving away excess income and creating trusts.
Our Investment Philosophy
At PMW we operate a consistent house view when it comes to the allocation of portfolios, which considers the spread of assets across industry and location. The house view is set by the owner and CEO, Simon Lewis, and regularly reviewed to ensure it reflects the current UK and international economic outlook.
Our Financial Planners and Account Managers also act as fund managers, researching and monitoring allocated funds to ensure they continue to perform as expected. We hold regular fund manager meetings to discuss the performance of funds and ensure they continue to meet our standards. This means that we are continually adapting and evolving to meet client needs and reflect the changing dynamics of the wider world.
Our default position is one of conservatism. We do not believe in taking risks that are not required to achieve a financial goal. The majority of our clients seek a consistent, competitive return on their capital. That is why our current clients have been with us for, on average, over 20 years. In fact, many of PMW’s client relationships have provided a 40-year plus track record of success in facilitating the achievement of financial goals and delivering on our promises. In some cases we are now acting on behalf of the 4th successive generation of a family.
Clients We Serve
At Partridge Muir & Warren our expertise and experience mean that we have been privileged to work with a diverse range of clients over the years. Although all of our clients have very different financial objectives, what often defines them is that they value long-term relationships and understand that financial goals are not achieved overnight.
Protecting our clients wealth has been our mission since the company was founded over 50 years ago, and just like our clients, Partridge Muir & Warren are in it for the long run
Protecting our clients wealth has been our mission since the company was founded over 50 years ago, and just like our clients, Partridge Muir & Warren are in it for the long run