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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

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.

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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

Years

Protecting and nurturing investments since 1969

Years

Current average tenure of our existing clients

All of our services are designed to cater for the needs of the following categories of client:

Private Individuals

Family Trusts

Charities

Partridge Muir and Warren’s approach has always been a friendly, helpful and informative one. l am very happy to be part of the PMW family.

Mr and Mrs Morriss

One of PMW’s underlying strengths is that every client is treated as an individual and the company ensures 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 therefore observed, at close hand, the increasing sophistication of their analytical investment approach which has resulted in wise and appropriate choices of suitable investment products, and I have been very pleased with the returns obtained. Indeed, I have recommended them to friends which, of course, is the ultimate test of a client’s satisfaction.

Mr Mayer

I have been with PMW for seven years and they have always been very professional, easy to work with and courteous. Most importantly, they cover every aspect of our financial necessities and have achieved our investment goals and objectives. They are exactly what retired investors need. Very professional but in a most pleasant way. Our meetings are always very enjoyable and I look forward to them.

Mr Keane

I first met Simon Lewis at a pre-retirement seminar run by my employer in mid ‘90s. It was my first experience of wealth management and at that time had little surplus wealth to invest, but I signed up. I retired after a career which included long periods on contract working outside UK, and so I have neither a full state pension, nor a maximum employer’s pension. Management of our savings is thus of great importance, as regular withdrawals provide a top up to our income. Over the years we have learnt more about PMW and Simon, who is now CEO, and have come to trust their investment philosophy. It is completely tailored to our requirements, as a result of in depth and regular discussion with us. PMW have what I regard as an intensive doubting style. They do not take potential investment funds at face value, but dig under the surface to determine whether the fund is sound, before investing. They also ensure that the fund continues to perform. Not only are we able to withdraw a regular income from our savings and achieve an agreed, and satisfactory, capital appreciation, but we have also called on our funds from time to time to buy a larger item such as a new car, and the funds have been released and available quickly. We have no hesitation in recommending PMW to you. Our funds are managed prudently and professionally and we have confidence that they will manage your funds in the same way.

Dr and Mrs Hood

You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.

Mrs Watts

Many thanks for your continued patience and understanding, which is much appreciated.

Mrs Crump

We can’t thank you enough for this. I know your presence alone has been of great comfort to my mother; your expertise is clearly huge and so useful to us at this difficult time.

Anonymous

Your help and guidance was most invaluable and very much appreciated in this respect, as it was all way beyond my understanding of these matters. You have been extremely patient and understanding throughout the whole procedure. I cannot thank you enough for all that you have done for me – you were wonderful.

Ms Faulkner

“We can rely on PMW’s guidance and knowledge with the various markets. Whilst I take a bird’s-eye view of what is going on in markets, it is reassuring that we know that PMW can deliver an in-depth view – that over time has proved to be successful”

Mr and Mrs Boyd

“After 40 years of advice we feel that our finances are sound and being very effectively managed. We are regularly updated and meet every six months when we have a very comprehensive meeting reviewing the past and planning for the future. We are confident that future generations will be provided with their astute advice.”

Mr and Mrs Smith