Trusted Chartered Financial Planners Since 1969

Financial Planning Horsham

Authorised and regulated by the Financial Conduct Authority

Tailored advice

We create fully personalised strategies based on your individual goals, financial circumstances, and long-term aspirations.

Expert team

Access a dedicated team of chartered advisers, tax experts, and investment specialists all working collaboratively for your success.

Ongoing support

We proactively manage and review your plan, ensuring it adapts to changing markets and your evolving needs.

Financial Planning Horsham

Individuals, professionals and families have placed their trust in Partridge Muir & Warren for wealth management and financial planning in Horsham, since 1969.

As fully independent, chartered financial planners, we have always been focused on protecting the wealth of our clients, most of whom share the same goal of achieving a consistent, competitive return on their investments for a secure financial future.

Trusted for expert advice, from generation to generation
We are proud of the fact that our clients have on average remained with us for more than 20 years, and that local Horsham families have continued under our care for up to four generations.

Whether you are looking to optimise your income in retirement, would like to start planning now for your retirement or you are simply looking to safeguard your family’s financial future, our dedicated team at PMW have the expertise, knowledge and experience to help you meet your financial goals.

Your journey with us

Our clear and structured process makes it easy to take control of your financial future.

Complementary consultation

It all begins with a no-obligation meeting to explore your goals and understand how our advice can support your financial future.

Tailored Strategy and Recommendations

We create a personalised financial strategy aligned to your needs – clearly explained and designed to help you make informed decisions.

Implementation and Ongoing Support

Once agreed, we put your plan into action and stay by your side – monitoring, refining and guiding you as your life and goals evolve.

Fully comprehensive financial planning & wealth management for Horsham investors

One of the key differences about Partridge Muir & Warren is the fact that we offer a fully comprehensive service in wealth management. Horsham clients appreciate the fact that they can rely on us to take care of every aspect of their financial planning needs.

Because we have our own in-house team of financial planners, tax advisers, investment and portfolio administrators and legal specialists, it means we can offer our clients a full end-to-end service. This includes financial advice, investment strategy, trust creation and administration, tax and estate planning, will writing and probate. With everything managed by a team working closely together to ensure your best interests at all times, you’ll find achieving your goals becomes all the more streamlined.

Award-winning financial planning, Horsham individuals know they can trust for the long term

For 50 years, PMW has been committed to delivering the highest standards of client care, together with exceptional technical expertise. Our ongoing efforts have been acknowledged by a variety of awards. The City of London Wealth Management Award is presented in recognition of quality of service, and we are proud to have been voted Wealth Manager of the Year: Southern England in 2019.

For the past four years, we have also maintained the title of Advisory HQ Best UK Independent Adviser, with the awarding body citing our mission to serve clients for the long term and our team-approach as key factors enabling us to rank as a top wealth management company.

What our clients say

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.

One of PMW’s underlying strengths is that every client is treated as an individual and the company ensures that it

Mr Mayer

You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk

Mrs Watts

“Excellent and very thorough – especially when detailing the more complicated elements.”

Mr and Mrs Rump

Explore Your Options with Confidence

Book your complementary consultation today and discover how we can help protect and grow your wealth with confidence.

Authorised and regulated by the Financial Conduct Authority

Our Services

From financial planning to wealth management and estate advice, our services are designed to support you at every life stage.

Financial Advice

Personalised guidance to help you plan, protect and manage your finances.

Wealth Management

Protect and grow your wealth with holistic advice tailored to your life goals.

Investment Management

Strategic portfolio management aligned with your needs and risk profile.

Probate and Estate Management

Expert estate and legacy planning, and practical probate support.

Tax Services

Efficient, joined-up guidance across personal and trust-related tax matters.

One-Off Assignment

Focused advice on specific financial issues, with no ongoing commitment required.

FAQ

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.

How much does financial planning cost?

You will never find any hidden costs or surprises with PMW. We are committed to explaining all our charges before you proceed with any service. These charges will depend on the specific service you require, and the nature of the advice we provide you with. But rest assured, there will be nothing unexpected at any stage.

What is a ‘Chartered Financial Planner’?

Chartered status is the accepted ‘gold standard’ for UK financial planners and advisers. It shows an accomplished level of competence and experience as well as continued dedication to the profession.

For an individual to be granted Chartered status, they must complete in the region of 14 exams in a range of aspects of financial services and related subjects. For a company to be given Chartered status, it must prove its commitment to professional standards at the highest level.

As a Chartered company, we are committed to providing the highest standards of advice. We are also fully focused on making sure our advisers work to ethical standards at all times in the interests of our clients.

What is the difference between a financial adviser and a wealth manager?

Where financial advice is focused on investment, wealth management is geared more towards an all-inclusive and ongoing financial planning approach, with all aspects of an individual’s financial situation considered. Wealth management for example may incorporate savings and investment strategies, tax planning, will writing, estate planning and wealth preservation, plus 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; selecting the most efficient way to take an income; the separation of business and personal assets; cash flow and budgeting, and more.

What is ‘independent’ financial planning and advice?

Independent financial planners have access to financial products from the entire market, rather than being tied to a single provider or insurer. This means you will receive unbiased recommendations and advice that works for you as an individual.

What are the benefits of using a wealth manager?

A wealth manager applies specialist expertise and experience to lessen the risk involved with any investment, and to optimise returns over a prolonged period of time, helping clients achieve all their financial goals, both for the short and long term. Wealth managers make certain 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.

Our Office

Aissela, 46 High Street, Esher, Surrey, KT10 9QY