Financial Advisers in Reading, and throughout Berkshire
Trusted Financial Advice
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.
The Independent Financial Advice People in Berkshire 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.
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.
Discover More About Partridge Muir & Warren
Award-winning Financial Planning
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.
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 Wealth management and Financial Planning Services
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How much will I pay for Berkshire wealth management and investment advice?
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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.
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.
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What is a ‘Chartered Financial Planner’?
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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.
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.
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What makes your Berkshire wealth management and financial advice ‘independent’?
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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’.
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’.
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What is the difference between a financial adviser and a wealth manager?
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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.
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.
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What is 'estate planning'?
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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.
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.