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Financial Advice in Esher, Surrey | Partridge Muir & Warren
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Financial Advice in Esher, Surrey | Partridge Muir & Warren
  • About
    • About
    • What Our Clients Say
    • Meet The Team
    • Join The Team
  • 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
    • Elmbridge Philanthropy
    • In the Community
  • Contact
    • Contact Us
    • FAQs
  • Complimentary Consultation

Financial Advisers in Berkshire

Financial Advisers in Berkshire

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.

Based in Berkshire? Wealth management specialists PMW are ready to provide the independent advice you need for financial reassurance.

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.

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    The independent financial advice Berkshire people trust

    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.
    pmw team

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

    Award-winning financial planning Berkshire people are confident to recommend

    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 Berkshire wealth management and 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

    Financial Advisers in Berkshire - Frequently Asked Questions

    1
    How much will I pay for Berkshire wealth management and investment advice?
    1
    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.
    2
    What is a ‘Chartered Financial Planner’?
    2
    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.
    3
    What makes your Berkshire wealth management and financial advice ‘independent’?
    3
    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’.
    4
    What is the difference between a financial adviser and a wealth manager?
    4
    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.
    5
    What is 'estate planning'?
    5
    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.

    Ready to discover more about our Berkshire financial advice and wealth management service?

    Our experts are ready to help you discover how effective financial planning with Partridge Muir & Warren could transform your financial future. Why not book a no-obligation complimentary consultation and take the next step towards your 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
    Estate Planning
    Estate Administration
    Probate Management
    Professional Trustee Service
    Will Writing
    Tax Services
    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
    Hampshire

    Other pages

    Meet the Team
    Statements and Risk Warnings
    Client Privacy Notice
    Privacy Policy for Our App
    Privacy Policy
    Our App
    Additional Articles
    Contact Us
    AdvisoryHQ
    AdvisoryHQ
    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 © 2022 Partridge Muir & Warren Ltd. All Rights Reserved.
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