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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 Cobham

Financial Planning Cobham

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.

How can we assist you?

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.

Find out more

Complete the form and we will be in touch to discuss our services in more detail with you.




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    Financial planning & wealth management Cobham you can genuinely rely on

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

    Award-winning financial planning for Cobham investors

    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 Cobham financial planning and wealth management 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 the difference between a financial adviser and a wealth manager?
    1
    Where financial advice tends to centre on investment, wealth management takes more of an all-inclusive and ongoing financial planning approach, where all aspects of an individual’s financial situation are considered. Wealth management for example may incorporate savings and investment strategies, tax planning, will writing, estate planning and wealth preservation, together with any other advisory and planning services required to help manage your finances effectively, allowing you to meet your overall goals and needs. This could include making arrangements to safeguard your family’s future; choosing the most efficient way to take an income; the separation of business and personal assets; cash flow and budgeting, and more.
    2
    What are the benefits of using a wealth manager?
    2
    A wealth manager uses specialist knowledge and experience to reduce the risk involved with any form of investment, and to maximise returns over a longer period of time, helping clients to reach all their financial objectives, both for the short and long term. Wealth managers will ensure that an investment strategy is planned around the best interests of their clients, taking into consideration everything that matters personally, professionally and in a family sense.

    Time to learn more about our Cobham financial planning and wealth management service?

    Something that has always been important to us at PMW is forging close client relationships. It is gratifying therefore, that many of our clients have been with us for an average of 20 years, with several families staying with us over numerous generations.

    Why not book a no-obligation complimentary consultation and take the next expertly guided steps towards your 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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