Many thanks for your continued patience and understanding, which is much appreciated.
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.
At Partridge Muir & Warren, we have been serving people across Surrey with independent financial planning advice since 1969. If you are seeking guidance around financial planning and you live in Hersham, we welcome you to get in touch to discuss your individual needs.
Something that we have always considered of great importance is taking time to understand our clients. To this end, we dedicate unlimited time, as it allows us to provide the most relevant and beneficial advice.
If you are based in Hersham or Walton-on-Thames, you will find our Esher office conveniently nearby and, as we offer financial and wealth planning advice that is on a par with that provided top city firms, you won’t have to worry about travelling into London for the quality financial advice you need.
Whether you are planning for a comfortable retirement, looking for investment advice to help you achieve particular financial goals, or you want to make sure your loved ones are provided for courtesy of estate planning, our dedicated team of financial and legal experts is on hand with all the expertise and experience required to ensure your financial goals are met.
As a company, PMW holds chartered financial planner status, which means we are considered the gold standard of advisers in the industry. The fact that our clients have remained loyal for more 20 years on average makes us proud, as does knowing that Hersham & Walton-on-Thames families have retained us as their preferred financial advisers across numerous generations.
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.
The in-house team of financial planners, tax advisers, investment and portfolio administrators and legal specialists we have here at PMW is ready to share extensive knowledge with you and provide comprehensive guidance so you can make vital decisions about your future having seen the full picture.
We offer an all-encompassing range of services across Hersham. Wealth management, financial advice, tax planning, investment management, estate planning, will writing and probate are all included in our service offering.
When people seek financial advice, it tends to be at a time of change or important decisions. At such times, peace of mind is very important. It is essential to be certain that the advice and the service you are receiving is technically sound, and can be totally relied upon.
The team at PMW has been honoured for its commitment in this respect with a number of awards. These include the City of London Wealth Management Award which has acknowledged us for our quality of service continuously since 2018. We have also been awarded the title of Wealth Manager of the Year Southern England thanks to votes from our loyal clients and the general public, as well as being named Best UK Independent Adviser by Advisory HQ for the past four years.
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.
It is only independent financial planners who have access to and are able to recommend financial products from the whole of the market. Compare this to financial advisers who are tied to a single provider or insurer and you can see how limited the advice would be if it were not independent. Our financial planning for Hersham clients involves providing recommendations that are completely unbiased, which means you have full peace of mind that your best interests are considered, and that the advice is centred on your individual needs and aspirations.
Chartered status is the accepted as the ‘gold standard’ for UK financial planners and advisers. It demonstrates that a particular level of knowledge and experience has been achieved, as well as proving a continued dedication to the profession.
For an individual to achieve Chartered status, they must complete in the region of 14 exams across a range 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 we are chartered financial planners, Hersham people can rest assured in the knowledge that we are committed to delivering exceptional advice and client care standards. We also ensure our advisers work ethically in all that they do, ensuring that our clients’ best interests remain at the core of the advice they provide.
The team at PMW is dedicated to providing our clients with a totally transparent and unbiased fee structure. This means that you will never discover any hidden costs or surprise fees for financial planning near Hersham.
We will explain our charges to you before you proceed with any service. These charges will vary depending on the individual service, however you can rest assured that there will never be anything unexpected at any point in terms of fees.
Once we have assessed your needs, if appropriate, we will arrange an initial meeting. The meeting will be with one of our Chartered Financial Planners. 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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