Our Awards
City of London Wealth Management Awards
The purpose of the City of London Wealth Management Awards is to recognise, promote and celebrate quality of service from Wealth Management companies and individuals.
Winners are determined by an online, public vote which takes place over a two-week period. The poll is reviewed by an independent panel of judges.
Wealth Manager of the Year: Southern England 2021
In March 2021 we were nominated for Regional Wealth Manager of the year: Southern England and we were delighted when we were announced as the winner during a virtual ceremony hosted by Natasha Kaplinsky.
To receive the accolade once again was a real testament to how the team navigated the challenges of the Coronavirus Pandemic during 2020.
Simon Lewis said: “I am so pleased for my team who have worked so hard over the last 12 months. They have shown resilience and the flexibility to continue to deliver an outstanding service to our clients. I am also so grateful to our fantastic clients for recognising their efforts.”
You can watch a video of the announcement and acceptance speech by clicking here.
Wealth Manager of the Year: Southern England 2019
In March 2019 we were delighted to be awarded Wealth Manager of the Year: Southern England. After letting our clients know we had been nominated, we received an overwhelming number of votes and it was their support that carried us to victory.
Once again, the ceremony was conducted at the prestigious Guildhall in the heart of the City. Twelve PMW staff attended the ceremony to collect the award.
Simon Lewis said: “I am incredibly proud of my team because it is their dedication and excellence that has inspired our loyal clients to vote for us. We pride ourselves on teamwork and although I am privileged to be receiving this award tonight on behalf of the Company, I am accepting it on behalf of each and every one of our team who put in an amazing effort to deliver excellence to our clients.”
Family Office of the Year 2018
In March 2018 we were nominated for Family Office of the Year. We faced fierce competition from the likes of larger companies such as Killick and Co and Hottinger, but with the support of our clients behind us, we were delighted to claim the title at the awards ceremony held at the prestigious Guildhall.
CEO, Simon Lewis, was there to collect the award, accompanied by CFO, Kellianne Banham, and Head of Marketing, Ceris Hymas.
Best Independent Financial Adviser - Advisory HQ
We are extremely proud to have been awarded Best UK Independent Adviser for the last four consecutive years. Every year, Advisory HQ put together a list of best UK IFAs and wealth management firms, to assist consumers with their search to find the very best firms with the right skills that match their needs and expectations.
Partridge Muir & Warren has been included in the Top 11 Best Independent Financial Advisers in the UK, since 2016.
You can read the complete article written by Advisory HQ below or by clicking here.
Advisory HQ Review for PMW
Delivering genuinely independent financial advice since 1969, Partridge Muir & Warren (PMW) is a top-rated financial planning firm based in Esher. They serve private individuals, family trusts, and charities. Partridge Muir & Warren does not explicitly state whether they work with a fee-only or fee-based structure. We advise all readers to verify compensation structure before starting a working relationship with any UK IFA.
Key Factors That Enabled Partridge Muir & Warren to Rank as a Top Wealth Management Firm in the UK
Independent Financial and Wealth Managers
Partridge Muir & Warren takes pride in its status as an independent financial adviser in the UK that offers an array of bespoke and objective financial and wealth management services to its clients.
As one of the best UK independent financial advisors in London and the UK, the PMW team focuses on giving clients 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 UK independent financial adviser.
Team-Based Service
Clients looking for a team-based approach in their UK independent financial advisor, will find Partridge Muir & Warren an excellent option.
Those using their wealth management services are assigned two professionals to assist with their needs – an account manager and an adviser. These two lead professionals are also 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-centered approach to each service it provides.
Rating Summary
With a history of transparency and diligence, this top-rated UK financial planning firm offers a welcoming atmosphere and a history of success that’s built upon loyalty and trust.
With a wide array of services that are tailored to each client and a focus on community support, Partridge Muir & Warren earns 5-stars as one of the best UK IFAs to consider partnering with this year.
Key Factors That Enabled Partridge Muir & Warren to Rank as a Top Wealth Management Firm in the UK
Independent Financial and Wealth Managers
Partridge Muir & Warren takes pride in its status as an independent financial adviser in the UK that offers an array of bespoke and objective financial and wealth management services to its clients.
As one of the best UK independent financial advisors in London and the UK, the PMW team focuses on giving clients completely independent and highly tailored services. These include:
Wealth management
Financial planning review
Investment Management Service
Tax Service
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 UK independent financial adviser.
Team-Based Service
Clients looking for a team-based approach in their UK independent financial advisor, will find Partridge Muir & Warren an excellent option.
Those using their wealth management services are assigned two professionals to assist with their needs – an account manager and an adviser. These two lead professionals are also 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-centered approach to each service it provides.
Rating Summary
With a history of transparency and diligence, this top-rated UK financial planning firm offers a welcoming atmosphere and a history of success that’s built upon loyalty and trust.
With a wide array of services that are tailored to each client and a focus on community support, Partridge Muir & Warren earns 5-stars as one of the best UK IFAs to consider partnering with this year.
