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.
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.
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
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.
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
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What is ‘independent’ financial planning and advice?
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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.
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What is a ‘Chartered Financial Planner’?
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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.
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.
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How much does financial planning cost?
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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.