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.
At Partridge Muir & Warren, we have been serving people the length and breadth of Surrey with independent financial planning advice since 1969. If you are seeking guidance around financial planning and you reside in Chessington, you are invited to get in touch with our friendly team to talk through your unique needs.
As a company that is committed to taking time to understand our clients, we are able to provide the most relevant and beneficial advice for each individual situation.
If you are based in Chessington, you will find our Esher office conveniently located nearby within just four miles. What’s more, as we provide financial, tax, estate and wealth planning advice on a par with that provided by leading city firms, you won’t have to worry about travelling into London for the quality financial advice you need.
Whether you have your heart set on a comfortable retirement, are seeking investment advice to assist you in achieving specific financial goals, need tax consultants for private individuals in Chessington, or you want to ensure those who matter most to you are provided for courtesy of estate planning, our dedicated team of financial and legal experts are ready to impart their exceptional knowledge to make certain that your financial goals are met.
As a company, PMW holds chartered financial planner status. This means we are considered the gold standard of advisers in the industry. We also have many clients who have stayed loyal to us for over two decades on average which pleases us a great deal, as does knowing that Chessington families have kept us as their preferred financial advisers down a number of generations.
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.
Our in-house team of financial planners, investment and portfolio administrators, legal specialists and tax consultants for private individuals is on hand to share its wide ranging knowledge with you, and ready to deliver the comprehensive guidance you need to make those all-important decisions about your future.
We offer an all-encompassing range of services across Chessington. Financial planning, wealth management, tax consultancy, investment management, estate planning, will writing and probate are all included in our service offering.
Our team here at PMW has been championed for its commitment to the highest levels of client service courtesy of a number of awards. These include the City of London Wealth Management Award which has acknowledged us for our quality of service on an ongoing basis since 2018. We have also been awarded the title of Wealth Manager of the Year Southern England following votes from our loyal clients and the general public, as well as being named 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 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.
Taking independent financial advice is the only way to gain access to financial products from the whole of the market. Financial advisers who are tied to a single provider or insurer are only able to provide limited advice and recommendations.
Our financial planning for Chessington clients is a completely unbiased service, providing you with complete peace of mind that your best interests are centre of attention, and that your unique needs and aspirations will be fully considered.
Chartered status is accepted as the ‘gold standard’ for UK financial planners and advisers. It demonstrates that a certain level of knowledge and experience has been achieved, and also proves an ongoing dedication to the financial advice profession.
For an individual to achieve Chartered status, they must complete around 14 exams across a range of financial services and related subjects. For a company to achieve Chartered status, it must prove its dedication to professional standards at the highest level.
As we are chartered financial planners, Chessington individuals can rest assured in the knowledge that we are committed to top level client care standards. We also ensure our advisers work ethically at all times, and that our clients’ best interests remain at the heart of their advice.
Here at PMW, we are committed to providing our clients with a fully transparent and unbiased fee structure. This means that you will never discover any hidden costs or surprise fees for financial planning in Chessington.
Your personal finance manager will explain our charges to you before you go ahead with any service. These charges will depend on the individual service, but you can rest assured that there will never be anything unexpected at any point in terms of fees.
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.
Simply complete the form below and we will be in touch.
"*" indicates required fields
