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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 Planning Chessington

Financial Planning Chessington

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.

How can we help you with financial planning in Chessington?

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.

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    pmw team

    Financial planning Chessington, for your ultimate peace of mind

    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.
    pmw team

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

    Award-winning financial planning Chessington individuals recommend

    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 Chessington 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

    Frequently asked questions

    1
    Why is independent financial planning and advice important?
    1
    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.
    2
    What is a chartered financial planner?
    2
    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.
    3
    How much does financial advice in Chessington cost?
    3
    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.

    How could YOU benefit from our Chessington financial planning service?

    Why not book a no-obligation complimentary consultation, and find out how our knowledgeable specialists could help you meet your all-important 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

    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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