You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.
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.
If you’re looking for financial advisers in Berkshire, you will find all you need in Partridge Muir & Warren, trusted to take care of the retirement, investment and estate planning needs of local people since 1969.
As fully independent, chartered financial planners, we have for five decades remained dedicated to our core aim of protecting the wealth of our clients.
Whether you are looking to secure your financial future, improve your investment returns or make sure your family is provided for in the years to come, you will find yourself in the safest hands at PMW.
From our conveniently located offices in Esher, Surrey we serve all the surrounding areas, including the whole of Berkshire. Wealth management, retirement planning, Inheritance Tax planning, setting up trusts, will writing, and investment management are just some of the services offered by our award-winning, in-house team.
Perhaps you are seeking to maximise your income in retirement. Maybe you feel the time is right to start planning financially for when you leave work. It might be that you are looking to safeguard your family’s financial future, or optimise your investments.
Whatever it is you are seeking in the way of financial planning, Berkshire serving PMW has a full team at your service, ready with all the expertise, knowledge and experience on hand to make sure you meet your financial goals.
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 Partridge Muir & Warren, we provide a fully comprehensive service as financial advisers. Berkshire wide, our clients are aware that they can depend upon us to take care of every aspect of their financial planning needs.
With our own in-house team of financial planners, tax advisers, investment and portfolio administrators and legal specialists, we are able to offer you all you need for every aspect of your financial life.
So, whether you are seeking financial advice in Berkshire; are looking for a personalised investment strategy to optimise your returns or achieve a specific financial goal; you would like to set up a trust, or are eager to minimise the amount of Inheritance Tax payable on your estate so that your loved ones can benefit, we will be able to help you in every way.
Our highly qualified, award winning experts have the far reaching knowledge and technical capabilities that can bring your financial goals into focus. This, together with a commitment to exceptional client care that spans several decades, make PMW a wise choice when it comes to financial planning in Berkshire.
For five decades, PMW has been committed to providing the utmost in client care, together with the highest levels of technical competence. We are proud that our efforts have been recognised by a variety of awards.
The City of London Wealth Management Award, ours for three years in a row, is presented in recognition of service quality. In 2019, we were voted by our clients and the public as winners of Wealth Manager of the Year Southern England and, for the past four consecutive years, we have retained the title of Advisory HQ Best UK Independent Adviser, with the awards panel highlighting our long term client commitment and team approach as winning qualities.
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.
It is important to us at PMW that all our clients are taken care of on an individual basis. With this in mind, there is no set price list for what we do. However, we can say that you will never come across any hidden costs when you deal with us.
We always fully explain all our charges before you proceed with any of our financial advice services in Berkshire. Our charges are based on the particular service you need, and the nature of the advice we provide. Please be assured however that there will be nothing unexpected at any point. We will provide you with outline costs once you’ve had your no-obligation complimentary consultation.
Chartered status is the accepted ‘gold standard’ for UK financial planners and advisers. It proves an accomplished level of competence and experience, as well as ongoing dedication to the profession.
For an individual financial adviser to be granted Chartered status, they must complete around 14 exams in a range of aspects of financial services and related subjects. For a company to be given Chartered status, it must prove its dedication to professional standards at the highest level.
As a chartered financial advisers operating in Berkshire, we are dedicated to delivering the highest standards of advice to our clients. We also remain fully focused on making sure our advisers work to ethical standards at all times, with the best interests of our clients at the heart of all they do.
Whilst some financial advisers or planners are tied to a particular provider or insurer, what we offer is fully independent. This allows us to recommend products such as insurance policies, pensions and investments from the whole of the market.
Unbiased recommendations such as these are in your best interests. This way, you will get to benefit from the product that is appropriate to your individual needs, rather than simply ‘the best of a limited list’.
Financial advice is more focused around investment, whilst wealth management is more about ongoing financial planning. All of these are services we offer Berkshire wide.
When we are providing wealth management advice, we will consider every aspect of your financial situation. Our aim is to come up with a roadmap that will bring you closer to your goals. Once that’s in place, we can then devise strategies to get you there.
Wealth management could encompass strategies around savings and investments, tax planning, will writing, estate planning, wealth preservation and retirement planning. In other words, everything you need to meet your overall financial goals.
With estate planning, we aim to provide you with reassurance that those you care about will be provided for in line with your wishes when the time comes.
We offer a comprehensive estate planning service for our Berkshire clients. The service will, where appropriate, check whether investments are achieving the best possible returns whilst minimising risk; explore ways to reduce the amount of Inheritance Tax payable on your estate when you die and, where needed, set up trusts to protect the inheritance of any younger or vulnerable beneficiaries.
We also offer a will writing service, and can arrange Lasting Powers of Attorney to protect your interests in the event of you becoming mentally incapacitated.
Once we have assessed your needs, if appropriate, we will arrange an initial meeting. The meeting will be with one of our Chartered Financial Planners. 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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