“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”
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.
Partridge Muir & Warren has been providing individuals across Surrey with independent financial advice since 1969.
Here at PMW, understanding our clients is a priority for us. For this reason, we dedicate unlimited time to getting to know every individual we serve, as well as their families and their aims, so that we can provide the most appropriate advice.
If you are based in Shepperton, then you will find our Esher based office conveniently located just five miles away, should you wish to visit us in person for financial advice and a locally recommended Shepperton will writing service.
As chartered financial planners, we are considered the gold standard of advisers in the industry. The fact that our clients have remained loyal for over 20 years on average, and that local families in Shepperton and across Surrey have retained us as their preferred financial advisers through several generations is something that makes us very proud.
Whether you are preparing for retirement, looking for independent investment advice, or it is time to get your affairs in order with tailored estate planning, our in-house team of financial and legal experts is on hand with all the knowledge and experience required for you to realise your financial ambitions.
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.
At PMW, we have our own dedicated team of financial planners, tax advisers, investment and portfolio administrators and legal specialists. You are welcome to tap into their extensive knowledge, as they provide you with comprehensive guidance, allowing you to see the full picture when making critical decisions about your future.
We offer a comprehensive range of services in Shepperton, from financial advice, wealth management and tax planning, to investment management, estate planning, will writing and probate.
It is usually during times of change or when vital decisions need to be made that people seek financial advice. Shepperton wide, when peace of mind is high on the agenda, it is important to find a financial adviser you know you can rely on.
Our team has been celebrated throughout the financial planning industry courtesy of a string of awards. These include the City of London Wealth Management Award, an accolade that has acknowledged our quality of service continuously since 2018. We were also awarded the title of Wealth Manager of the Year Southern England following votes from our loyal clients and the general public, and have also been named Best UK Independent Adviser by Advisory HQ for the past four 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.
Independent financial planners are able to recommend financial products from the whole of the market. This is opposed to financial advisers who work for and are tied to a single provider or insurer. When we provide financial advice, Shepperton individuals and families enjoy totally unbiased guidance and recommendations, safe in the knowledge that the advice provided is in their best interests and centred on their unique financial goals.
When a financial planner reaches chartered status, this is the accepted as the ‘gold standard’ in the industry. It demonstrates that a certain level of knowledge and experience has been achieved, as well as ongoing dedication to the profession and a commitment to working ethically and to the highest standards.
For an individual to achieve Chartered status, they must complete in the region of 14 exams across a range of financial services and related subjects. For a company to achieve Chartered status, it must prove its commitment to professional standards at the highest level.
At PMW, providing our clients with a fully transparent and unbiased fee structure is of paramount importance to us. For this reason, you will never find any hidden costs or surprise fees for financial advice or will writing in Shepperton.
All our charges will be fully explained to you before you proceed with any service. Naturally, these charges will vary in line with the particular service we provide. But you can rest assured that there will never be anything unexpected in terms of fees.
PMW has over the past 50 years become a highly trusted and revered name for financial advice and will writing across Shepperton and Surrey wide. With our own in-house team of expert legal and financial advisers, we are able to offer a full range of estate planning services, including wills, Lasting Powers of Attorney, trusts and more. Catering for a full range of needs, and taking unlimited time to get to know personal and family situations, means the advice we provide to our Shepperton clients is fully-rounded, and always focused on the ultimate ambitions.
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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