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

Financial Advice Shepperton

Financial Advice Shepperton

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.

Seeking financial advice in Shepperton?

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.

Find out more

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    pmw team

    Financial advice and will writing Shepperton, the bespoke advice you need to secure your future

    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.
    pmw team

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

    financial planning shepperton

    Award-winning financial advice Shepperton people widely recommend

    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.
    financial planning shepperton

    Our Shepperton financial 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 ‘independent’ financial advice mean?

    1
    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.
    2

    What is the difference between a regular financial planner and a chartered financial planner?

    2
    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.
    3

    How much does financial advice in Shepperton cost?

    3
    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.
    4

    Why should I choose PMW over other Shepperton will writers?

    4
    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.

    How could YOU benefit from our Shepperton financial advice service?

    Why not book a no-obligation complimentary consultation, and find out how our knowledgeable specialists could help you meet your all-important financial goals?

    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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