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.
Strategic estate planning advice, backed by a personal service
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.
Watch our video to find out what we can do for you
Professional estate planning advice, from an award-winning team
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.
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.
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.
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.
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.
You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.
Many thanks for your continued patience and understanding, which is much appreciated.
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.
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.
“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”
“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.”
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