“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.
For five decades, Partridge Muir & Warren has been widely trusted by the local people of Cobham to provide the bespoke and fully independent financial planning and wealth management advice they need, to achieve the personal financial goals that are so important to them.
As chartered financial planners, our core aim since the business was founded in 1969 has always been to protect the wealth of our clients.
Perhaps you are looking for the most efficient way to optimise your retirement income, whilst protecting your estate and your family’s future?
Maybe you are not quite there yet, but are keen to start planning now to secure a comfortable retirement when the time comes?
Or perhaps you are selling an asset, such as a business, and looking for the right investment vehicle that will help you realise your financial ambitions?
Whatever you are aiming to achieve, you can rely on the expertise, knowledge and experience offered by the dedicated team at PMW, where exceptional client care means everything.
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.
Partridge Muir & Warren is an award-winning team of financial planners, tax advisers, investment and portfolio administrators and legal specialists. Conveniently located in Esher, a stone’s throw from Cobham, we are a professional, service-orientated team, fully committed to understanding where you want to be financially, and to helping make your long term goals a reality.
When it comes to financial planning and wealth management, Cobham individuals, families and professionals know they can rely on the strategic, personalised service offered by PMW. A service that is all-encompassing, offering everything from financial advice, tax planning and investment management to will writing, estate planning and probate, all courtesy of our own in-house experts.
Thanks to the knowledge, skill and experience of our specialists in wealth management and financial planning, Cobham individuals are able to enjoy full reassurance that their investments are being expertly managed, so as to ensure maximum returns. In recognition of our skill, and our commitment to exemplary client care, we are proud to have been the recent recipients of a number of awards.
The City of London Wealth Management Award recognised our team for its quality of service, two years running. Most recently, in 2019 when we were voted Wealth Manager of the Year, Southern England, by our loyal clients and public. For the past four years we have also been awarded Best UK Independent Adviser by Advisory HQ.
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.
Our service includes bespoke financial planning, investment management, tax advice, and ongoing reviews tailored to your financial goals.
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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