At PMW, every award we receive reflects the trust of our clients, the dedication of our team, and our commitment to delivering truly personal service. From national recognition for client satisfaction, to multi-year honours in independent advisory excellence, we are proud to be acknowledged for doing what we care about most – putting our clients first.
The City of London Wealth Management Awards (COLWMA) exist to recognise and celebrate outstanding levels of service in the UK wealth management sector.
Winners are chosen through a public vote, with results reviewed by an independent judging panel. We are honoured to have been selected as a winner – a reflection of the trust our clients place in us, and the quality of advice and care we are committed to delivering.
In March 2021, we were again honoured to be named Wealth Manager of the Year: Southern England at a virtual ceremony hosted by broadcaster Natasha Kaplinsky.
To receive this award once again – following a year marked by the challenges of the Coronavirus pandemic – was a true reflection of our team’s resilience, adaptability and commitment to client care.
Simon Lewis, CEO, said: “I’m so pleased for my team who have worked incredibly hard over the past 12 months. They’ve shown both resilience and flexibility in continuing to deliver an outstanding service to our clients. I’m also deeply grateful to our fantastic clients for recognising their efforts.”
In March 2019, we were proud to be awarded Wealth Manager of the Year: Southern England at a prestigious ceremony held at the Guildhall in the heart of the City of London.
Following our nomination, we were overwhelmed by the number of votes from our clients – whose support played a vital role in securing the win. A group of 12 PMW team members attended the event to collect the award.
CEO Simon Lewis commented: “I’m incredibly proud of my team. It’s their dedication and excellence that inspired our loyal clients to vote for us. Although I’m privileged to accept this award tonight, I do so on behalf of every team member who puts in an amazing effort to deliver excellence to our clients.”
In March 2018, we were honoured to win Family Office of the Year at the City of London Wealth Management Awards. Up against strong competition from larger firms such as Killick & Co and Hottinger, we were thrilled to claim the title — made possible by the generous support of our clients.
The awards ceremony took place at the prestigious Guildhall in the City of London. CEO Simon Lewis collected the award, accompanied by CFO Kellianne Banham.
We are extremely proud to have been consistently recognised by Advisory HQ as one of the best UK independent financial advisers since we were first ranked in 2016. Each year, the organisation publishes its list of top IFAs and wealth management firms to help consumers identify trusted experts with the right skills and values to meet their needs.
You can read the full article written by Advisory HQ below.
Delivering genuinely independent financial advice since 1969, Partridge Muir & Warren (PMW) is a Chartered Financial Planning and Wealth Management firm based in Esher, Surrey. This UK financial planner has been serving private individuals, family trusts, and charities for over 50 years. PMW specialises in delivering independent financial advice to its clients through highly personalised service and customer care.
Independent Financial and Wealth Managers
Partridge Muir & Warren takes pride in its status as an independent financial adviser in the UK, offering an array of bespoke and objective financial and wealth management services to its clients.
As one of the best UK independent financial advisers in London and the UK, the PMW team focuses on providing clients with completely independent and highly tailored services. These include:
This UK wealth management firm’s continued dedication to maintaining its regulatory independence and corporate autonomy demonstrates Partridge Muir & Warren’s mission to serve its clients over the long term as a truly independent financial adviser.
Clients seeking a team-based approach from their UK independent financial adviser will find Partridge Muir & Warren an excellent option.
Those using the firm’s wealth management services are assigned two professionals to assist with their needs – an account manager and an adviser. These lead professionals are supported by a large operations team, all bringing their experience to each client’s financial strategy.
Overall, this UK wealth management firm uses a well-structured and client-centred approach to every service it provides.
With a history of transparency and diligence, this top-ranking UK financial planning firm offers a welcoming atmosphere and a strong track record built on loyalty and mutual trust.
With a wide array of services tailored to each client, and a focus on community support, Partridge Muir & Warren once again earns a 5-star rating as one of the best UK IFAs to consider partnering with in 2022–2023.
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.
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