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.
Financial planning Claygate, where all your financial needs are taken care of.
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.
Watch our video to find out what we can do for you
Award-winning financial planning Claygate people know they can trust
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.
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.
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.
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.
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.
You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.
Many thanks for your continued patience and understanding, which is much appreciated.
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.
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.
“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”
“After 40 years of advice we feel that our finances are sound and being very effectively managed. We are regularly updated and meet every six months when we have a very comprehensive meeting reviewing the past and planning for the future. We are confident that future generations will be provided with their astute advice.”
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.