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.
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.
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.
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.
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
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What is the difference between a financial adviser and a wealth manager?
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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.
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What are the benefits of using a wealth manager?
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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.