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.
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.
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.
Watch our video to find out what we can do for you
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.
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 Shepperton financial planning services
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What does ‘independent’ financial advice mean?
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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.
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What is the difference between a regular financial planner and a chartered financial planner?
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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.
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.
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How much does financial advice in Shepperton cost?
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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.
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.
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Why should I choose PMW over other Shepperton will writers?
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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.