Helping you reach the summit of your ambition
Partridge Muir & Warren Ltd (PMW) is a Chartered Financial Planning and Wealth Management company that builds on a heritage of nearly 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 ManagementThe 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.
Trust & Estate ManagementOur Trust & Estate Management service caters for clients who wish to ensure their wealth is protected and that their family are 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.
“The quality of advice and follow-up service has been excellent in every respect.”
“We have appreciated the warm and personal approach of PMW. No request has been too much trouble.”
“Due to your careful oversight my income is enough for my needs, and the investment is not decreasing.”
“Excellent and very thorough – especially when detailing the more complicated elements.”
“Confidence in one’s financial adviser is crucial and this can only be acquired over time. However, once one is satisfied that you are receiving the best advice, it is possible to put your trust in your adviser. We are currently in that happy position and continually thank the day that we first approached PMW to help us out of, what was then, a rather tricky position.”
“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.”
“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”
“The people that I know, that I may talk to about financial matters, are very aware of the service that I have received from PMW. I have discussed with them how much I value the advice I receive, the efficient way my portfolio is managed and the comprehensive way the investments are made for me – I appreciate the time taken to explain the investment plans (which I mainly understand!). I think that the financial security that PMW gives me, which my friends/colleagues see, is the best recommendation I can give.”