“Due to your careful oversight my income is enough for my needs, and the investment is not decreasing.”
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.
For more than 50 years, the local people of Surrey have been placing their trust in Partridge Muir & Warren for the independent financial planning advice they need to realise their personal goals.
Since the business was founded in 1969, we have remained focused on our core aim of protecting the wealth of our clients.
Having received chartered status as financial planners, we have demonstrated the highest possible commitment to professional standards, always placing our clients’ best interests at the heart of everything we do.
There are many reasons why individuals, families and professionals across Surrey approach us for financial planning advice.
It may be that they are seeking the most efficient way to optimise their retirement income, whilst preserving their estate and safeguarding their family’s future.
Sometimes they will be looking for retirement planning advice, so they can plan ahead for a comfortable life when they finish working.
Some will have an asset to sell, perhaps a business or a property, and will be seeking tailored investment advice so that they are able to realise their financial ambitions.
Whatever your reasons for seeking financial planning advice, you can rest assured that our team here at PMW will be dedicated to providing you with a service that is fully tailored to your individual needs.
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.
We understand that your long term goals are important to you. They are important to us too. We have always believed that good financial planning should consider every aspect of an individual’s financial life. For this reason, we make certain that as our client, you have access to a comprehensive range of guidance.
From financial advice, wealth management, tax planning and investment management to will writing, estate planning and probate, our own team of in-house experts, all based here at our Surrey offices in Esher, offer expertise in a range of areas. This means that we are in the best possible position to get you to where you want to be in a financial sense, and to help bring your all-important goals to fruition.
Whether you are investing for your future, planning for retirement or seeking to preserve your assets and safeguard your family’s inheritance, when it comes to the specialist knowledge and skill required to help you achieve your goals, you will find it in abundance amongst the expert team at PMW; a team that has been recognised by a number of industry awards.
The City of London Wealth Management Award saw our team acknowledged for its quality of service for two years running. We were also presented with the title of Wealth Manager of the Year Southern England following votes from our loyal clients and the wider public. We have also received the title of Best UK Independent Adviser by Advisory HQ for the past four years.
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 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 consultation to discuss your needs in more detail.
Chartered status is accepted as the gold standard for financial planners and advisers in the UK. It is used to demonstrate an achieved level of knowledge and experience and shows a continued commitment to the profession.
For an individual to achieve Chartered status, they must complete approximately 14 exams in various aspects of financial services and related subjects. For a company to achieve Chartered status, it must demonstrate the highest commitment to professional standards.
As a Chartered company, we are dedicated to providing the highest standards of advice and are committed to ensuring our advisers work in an ethical manner, putting your best interests at the heart of the advice they give at all times.
An independent financial planner works independently for their clients rather than representing a single insurer or product provider. In other words, they consider a full range of products from the whole of market. This way of working means that clients receive unbiased advice that suits their individual situation.
At PMW, we pride ourselves on offering a transparent and unbiased pricing structure. We have always believed that it is important to ensure there are no hidden costs associated with our service. You will therefore be kept fully informed of the costs of the financial planning service with which we are providing you. This includes any entry fees and annual service fees for the management of investments as appropriate.
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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