“Due to your careful oversight my income is enough for my needs, and the investment is not decreasing.”
We create fully personalised strategies based on your individual goals, financial circumstances, and long-term aspirations.
Access a dedicated team of chartered advisers, tax experts, and investment specialists all working collaboratively for your success.
We proactively manage and review your plan, ensuring it adapts to changing markets and your evolving needs.
It has been over five decades since Partridge Muir & Warren began providing professional services in financial and estate planning Surrey wide.
Estate planning solutions are one of our main areas of expertise, and we assist many clients across the county who are looking for reassurance when it comes to planning for the future.
We understand the natural concerns you may have as you consider what may lie ahead. You could be worried whether your investments will bring the returns you envisaged to allow you to provide for your loved ones after you have gone. Perhaps you are concerned that your family will be faced with a substantial Inheritance Tax bill, or that dealing with your estate may prove complicated for them.
We also understand that as well as expert, independent financial and legal advice and tax planning guidance, what you really need is reassurance. And that is precisely what we guarantee here at PMW, where preserving the wealth of our clients has always been our core focus and, as chartered financial planners, we are able to offer the highest levels of knowledge and experience across every element of our estate planning service.
Our clear and structured process makes it easy to take control of your financial future.
It all begins with a no-obligation meeting to explore your goals and understand how our advice can support your financial future.
We create a personalised financial strategy aligned to your needs – clearly explained and designed to help you make informed decisions.
Once agreed, we put your plan into action and stay by your side – monitoring, refining and guiding you as your life and goals evolve.
Here at PMW, we are more than just financial advisers. We have a full team of in-house estate planning experts, wealth managers, tax advisers, investment and portfolio administrators and legal specialists, all readily at your disposal to ensure the most suitable strategies are in place, both to preserve your financial security, and to direct your wealth to your dependants and other beneficiaries in the most efficient way possible, mitigating wherever possible the amount of Inheritance Tax payable.
We never put any limit on the time it takes to properly understand our clients, their personal circumstances and their financial wishes. We appreciate how much importance you place on ensuring your family is well looked after, and you will find us as determined as you are to realise your goals. From effective investment management to expert tax planning advice, you will find our professional knowledge and attention to detail second to none.
When it comes to estate planning, Surrey-based Partridge Muir & Warren has become the people’s choice, championed widely within the financial planning industry and recognised by a string of awards and repeat accolades.
The City of London Wealth Management Award, ours for two consecutive years, acknowledges the quality of service we provide to our clients. We have also been awarded the title of Wealth Manager of the Year Southern England courtesy of votes from our valued clients and the general public. The title of Best UK Independent Adviser by Advisory HQ has, in addition, been presented to us for the past four consecutive years.
Our clients often tell us that the most valuable part of working with PMW is the feeling of being genuinely cared for. It is not just about financial outcomes – it is about trust, peace of mind, and knowing someone is always in your corner.
*To protect the privacy of our clients, names and photos have been changed. However, the testimonials reflect genuine feedback and experiences.
Book your complementary consultation today and discover how we can help protect and grow your wealth with confidence.
From financial planning to wealth management and estate advice, our services are designed to support you at every life stage.
We understand that choosing a financial planning partner and making decisions about your financial future comes with many questions. To help you feel informed and confident, we’ve answered some of the most common queries we receive from new and prospective clients here.
If you have a specific question that you can’t find the answer to, we’d be more than happy to help. Please feel free to contact us directly or book a complimentary consultation to discuss your needs in more detail.
Our estate planning service is fully comprehensive and has the aim of providing you with the reassurance that your loved ones will be provided for in line with your wishes when the time comes.
From ensuring that any investments you have in place are achieving healthy returns whilst keeping risk levels at a minimum, to putting strategies such as trusts in place to minimise the amount of Inheritance Tax payable by your beneficiaries, through to ensuring that the estate administration process is as straightforward as possible for your executors, we will ensure everything is covered for your complete reassurance. We also offer regular reviews to ensure the route to your goals remains intact as things change.
Here is a summary of our estate planning services:
At PMW, we have always been committed to providing a transparent and unbiased pricing structure throughout our full range of services. With our estate planning advice therefore, you will never come across any hidden charges, and you will always be kept fully aware of the costs involved.
Once we have assessed your needs we will arrange an initial meeting at our offices in Esher, Surrey. We can also offer a virtual meeting if this is your preference. The meeting will be with one of our Chartered Financial Planners and will be at our expense (you will not be charged). 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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