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.
It is more than five decades since Partridge Muir & Warren first started to provide bespoke, fully independent wealth management and financial planning advice in Esher.
During this time, our loyal clientele has grown steadily, and it makes us proud that so many families have continued to trust us from one generation to the next.
Protecting the wealth of our clients, and helping them achieve their personal and financial goals, have remained our core focus since our earliest days in 1969. Our highly qualified experts have the in-depth knowledge and technical capabilities that make your financial ambitions a reality. This, combined with a shared commitment to exceptional client care, make PMW an astute choice when it comes to financial planning and wealth management in Esher.
There are many reasons why individuals, professionals and families in Esher come to us for advice. Some will be seeking to optimise their retirement income. Others will be looking to plan ahead for a financially secure future. There are also those who are in search of investment advice, perhaps because they are selling an asset, such as a business.
When it comes to wealth management and financial planning, Esher proves an ideal location for many clients in Surrey, especially those who prefer not to travel into the city to meet with their advisory team. Of course now we also have the benefit of technology to make consultations all the more convenient. In other words, however you’d like to deal with us, however you feel most comfortable, we have the ability to provide you with a professional and comprehensive service, that suits your circumstances.
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.
At Partridge Muir & Warren, something that sets us apart is our fully comprehensive service in wealth management. In Esher and surrounding areas, we are able to take care of each and every aspect of an individual’s financial planning needs.
Our in-house team of financial planners, tax advisers, investment and portfolio administrators and legal specialists have all been chosen for their exceptional know-how and skill. They are ready to provide you with an all-encompassing range of expertise, including financial advice, investment strategy, tax and estate planning, trust administration, will writing and probate. Because everything is taken care of by a unified team, you will always have access to the relevant, tailored advice and guidance you need in order to achieve all your financial goals.
The dedication and commitment to client care that means so much to PMW has been recognised by a string of industry awards, of which we are incredibly proud.
In 2018 we were awarded Family Office of the Year at the City of London Wealth Management Awards and in 2019 we were also awarded Wealth Manager of the Year Southern England, as voted for by our clients and public. The past four years have also seen us maintain the title of Advisory HQ Best UK Independent Adviser, with our mission to serve clients for the long term and our team-approach cited as key factors in achieving top wealth management company status.
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.
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.
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.
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.
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.
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 based around the best interests of their clients, taking into consideration everything that matters personally, professionally and in a family sense.
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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