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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
  • Services
    • Financial Advice
    • Probate and Estate Planning
    • Tax Service
  • News & Insights
  • Our Awards
  • Community
    • Elmbridge Philanthropy
    • In the Community
  • Contact
    • Contact Us
    • FAQs
  • Virtual Consultation

Financial Planning Claygate

Financial Planning Claygate

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.

How can we help you with financial planning in Claygate?

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.

Find out more

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    Financial planning Claygate, where all your financial needs are taken care of.

    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.
    pmw team

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

    Award-winning financial planning Claygate people know they can trust

    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 Claygate financial planning services

    Wealth
    Management

    Investment
    Management

    One-Off
    Assignment

    Probate & Estate
    Management

    What our clients say
    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

    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 Andrew Mayer

    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

    Thank you for an incredibly informative and interesting morning. It certainly opened my eyes to the complicated world of IHT planning, trusts and pensions. I hope to use PMW in future.

    Mrs Ford

    Very informative seminar. I expect to use PMW for specific advice in the future. When particularly important decisions are to be taken I will be sure to contact PMW.

    Mr Wilkins

    Partridge Muir & Warren
    Aissela
    46 High Street
    Esher

    Opening Hours
    Monday – Friday
    9am – 5pm
    Frequently asked questions
    1
    What is ‘independent’ financial planning and advice?
    1
    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.
    2
    What is a ‘Chartered Financial Planner’?
    2
    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.
    3
    How much does financial planning cost?
    3
    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.

    How could our Claygate financial planning service make a difference to YOU?

    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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    Areas we cover

    Claygate
    Cobham
    Esher
    Horsham
    Kingston
    Richmond
    Weybridge

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    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
    Copyright © 2020 Partridge Muir & Warren Ltd. All Rights Reserved.
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