“The quality of advice and follow-up service has been excellent in every respect.”
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.
Since 1969, Partridge Muir & Warren has been providing a fully independent financial planning service throughout Surrey.
Protecting the wealth of our clients has always been our core aim and, as chartered financial planners, we are committed to meeting the highest possible professional standards.
If you are based in Claygate, our Esher office is conveniently located for you. So there really is no need to travel into the city for exceptional quality financial advice.
Something that makes us proud as a company is the fact that our clients have on average remained with us for more than 20 years, and that local families around Claygate, Esher and beyond have retained us as their preferred advisers over several generations.
Whether you are looking to enhance your retirement income, are seeking expert investment advice, or you wish to look at ways of preserving your assets and protecting your family’s financial future, our dedicated team here at PMW have the expertise, knowhow and experience to help you achieve your financial goals.
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.
At PMW, we are more than just a financial advice company. We are a full team of financial planners, tax advisers, investment and portfolio administrators and legal specialists, all ready to share our in-depth knowledge and skill with you so that you have access to fully-rounded guidance. Because it is our belief that financial planning should take into account every aspect of your financial life.
Our services are comprehensive, covering independent financial advice, wealth management, tax planning and investment management and also will writing, estate planning and probate. In other words, we are able to take care of all your financial needs.
When you are seeking financial advice, it will usually be connected to an important event in your life. At these times, it is vital to feel reassured that the advice and service you receive can be fully trusted. With a team that has been recognised by the financial planning industry courtesy of a number of awards, that is certainly the case at PMW.
The City of London Wealth Management Award for example saw our team acknowledged for its quality of service for two years in a row. We were also award the title of Wealth Manager of the Year Southern England following votes from our loyal clients and the wider public. We have also been 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.
Independent financial planners have access to financial products from the whole of the market, rather than being tied to a single provider or insurer. This means that you will receive unbiased recommendations and advice that is in your best interests and suits you as an individual.
Chartered status is the accepted as ‘gold standard’ for UK financial planners and advisers. It shows an achieved level of knowledge and experience together with continued dedication to the profession.
For an individual to achieve Chartered status, they must complete around 14 exams in various aspects of financial services and related subjects. For a company to achieve Chartered status, it must prove its commitment to professional standards at the highest level.
As a Chartered company, we are dedicated to providing the highest standards of advice. We are also fully focused on making certain our advisers work ethically at all times so that our clients’ best interests remain at the heart of the advice they provide.
At PMW, we are committed to providing our clients with a fully transparent and unbiased fee structure. For this reason, you will never find any hidden costs or surprises. All our charges will be fully explained to you before you go ahead with any service. These charges will of course vary depending on the particular service you require, and the nature of the advice we will be providing. But rest assured, there will be nothing unexpected at any stage.
Once we have assessed your needs we will arrange an initial meeting at our offices in Esher, Surrey. We can also offer a virtual meeting if this is your preference. The meeting will be with one of our Chartered Financial Planners and will be at our expense (you will not be charged). 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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