Financial Planning Hersham
Financial Planning Hersham
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.
How can we help you with financial planning near Hersham?
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.
Hersham wealth management and financial planning, the thorough advice you need for future peace of mind
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.
Watch our video to find out what we can do for you
Award-winning financial planning Hersham people are happy to recommend
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 Hersham financial planning services
Why is independent financial planning and advice important?
What is the significance of a chartered financial planner?
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.
How much does financial planning in Hersham cost?
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.