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 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.

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.