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Financial Advice in Esher, Surrey | Partridge Muir & Warren
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Financial Advice in Esher, Surrey | Partridge Muir & Warren
  • About
    • About
    • What Our Clients Say
    • Meet The Team
    • Join The Team
    • FAQs
  • Services
    • Financial Advice
    • Wealth Management (WMS)
    • Investment Management (IMS)
    • One-Off Assignment (OOA)
    • Probate and Estate Planning (PMW Trust)
    • Tax Services (PMW Trust)
  • News & Insights
  • Our Awards
  • Community
  • Contact
  • Complimentary Consultation

Estate Planning

Estate Planning

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.

Find out more

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    pmw team

    Strategic estate planning advice, backed by a personal service

    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.
    pmw team

    Watch our video to find out what we can do for you

    estate planning

    Professional estate planning advice, from an award-winning team

    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.
    estate planning

    Our Surrey estate planning services

    Wealth
    Management

    Investment
    Management

    One-Off
    Assignment

    Probate & Estate
    Management

    What our clients say

    • One of PMW’s underlying strengths is that every client is treated as an individual and the company ensures that it offers a specialised service tailored to the client’s needs and not one based on a ‘one size fits all’ approach. I have used PMW for over 35 years and therefore observed, at close hand, the increasing sophistication of their analytical investment approach which has resulted in wise and appropriate choices of suitable investment products, and I have been very pleased with the returns obtained.  Indeed, I have recommended them to friends which, of course, is the ultimate test of a client’s satisfaction.

      Mr Mayer

    • Partridge Muir and Warren’s approach has always been a friendly, helpful and informative one. l am very happy to be part of the PMW family.

      Mr and Mrs Morriss

    • I have been with PMW for seven years and they have always been very professional, easy to work with and courteous. Most importantly, they cover every aspect of our financial necessities and have achieved our investment goals and objectives. They are exactly what retired investors need. Very professional but in a most pleasant way. Our meetings are always very enjoyable and I look forward to them.

      Mr Keane

    • I first met Simon Lewis at a pre-retirement seminar run by my employer in mid ‘90s. It was my first experience of wealth management and at that time had little surplus wealth to invest, but I signed up. I retired after a career which included long periods on contract working outside UK, and so I have neither a full state pension, nor a maximum employer’s pension. Management of our savings is thus of great importance, as regular withdrawals provide a top up to our income. Over the years we have learnt more about PMW and Simon, who is now CEO, and have come to trust their investment philosophy. It is completely tailored to our requirements, as a result of in depth and regular discussion with us. PMW have what I regard as an intensive doubting style. They do not take potential investment funds at face value, but dig under the surface to determine whether the fund is sound, before investing. They also ensure that the fund continues to perform. Not only are we able to withdraw a regular income from our savings and achieve an agreed, and satisfactory, capital appreciation, but we have also called on our funds from time to time to buy a larger item such as a new car, and the funds have been released and available quickly. We have no hesitation in recommending PMW to you. Our funds are managed prudently and professionally and we have confidence that they will manage your funds in the same way.

      Dr and Mrs Hood

    • You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.

      Mrs Watts

    • Many thanks for your continued patience and understanding, which is much appreciated.

      Mrs Crump

    • We can’t thank you enough for this. I know your presence ​alone has been of great comfort to my mother; your expertise is clearly huge and so useful to us at this difficult time.

      Anonymous

    • Your help and guidance was most invaluable and very much appreciated in this respect, as it was all way beyond my understanding of these matters. You have been extremely patient and understanding throughout the whole procedure. I cannot thank you enough for all that you have done for me – you were wonderful.

      Ms Faulkner

    • “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”

      Mr and Mrs Boyd

    Partridge Muir & Warren
    Aissela
    46 High Street
    Esher
    Opening Hours
    Monday – Friday
    9am – 5pm

    Frequently asked questions

    1

    What does your estate planning advice service include?

    1
    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:

    • Investment strategy and portfolio management
    • Wealth management advice
    • Inheritance tax planning
    • Property preservation
    • Lifetime gifting
    • Will writing
    • Trust set-up
    • Professional trustee service
    • Lasting Powers of Attorney
    • Probate management
    • Estate administration
    2

    How much does your estate planning advice cost?

    2
    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.

    For the expert guidance on estate planning Surrey people have found reassurance in for decades, talk to Partridge Muir & Warren.

    At PMW, we have been advising the people of Surrey across all aspects of estate planning since 1969. To learn more about how we could help you find that reassurance you need for complete peace of mind, why not book your complimentary consultation?

    BOOK YOUR NO-OBLIGATION COMPLIMENTARY CONSULTATION

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      Partridge Muir & Warren Ltd

      Aissela, 46 High Street,
      Esher, Surrey, KT10 9QY
      mail@pmw.co.uk
      01372 471550

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      Services we offer

      Financial Advice
      Investment Management
      Portfolio Management
      Wealth Management
      Financial Planning
      Financial Planning for Individuals
      Financial Planning for Families
      Retirement Planning
      Managing Inheritance
      Probate and Estate
      Inheritance Tax planning
      Setting up Trusts
      Lasting Powers of Attorney

      Areas we cover

      Surrey
      Chessington
      Claygate
      Cobham
      Ditton
      Esher
      Hampton
      Hersham
      Horsham
      Kingston
      Oxshott
      Richmond
      Shepperton
      Walton-on-Thames
      Weybridge
      Wisley
      Berkshire
      Buckinghamshire
      Hampshire
      Kent
      Oxfordshire
      Sussex

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      Partridge Muir & Warren Ltd is authorised and regulated by the Financial Conduct Authority.
      Registered in England and Wales, company registration number 952508. Registered office, Aissela, 46 High Street, Esher, Surrey, KT10 9QY.
      The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
      To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
      PMW Legal Limited. Trading as PMW Trust. Registered in England. Company number 10199785. Licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
      Registered office: Aissela, 46 High Street, Esher, Surrey, KT10 9QY. Telephone calls may be recorded.
      Copyright © 2023 Partridge Muir & Warren Ltd. All Rights Reserved.
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