Financial Planning Horsham
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.
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.
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.
Watch our video to find out what we can do for you
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.
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.
Our Horsham financial planning and wealth management services
1
How much does financial planning cost?
1
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.
2
What is a ‘Chartered Financial Planner’?
2
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.
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.
3
What is the difference between a financial adviser and a wealth manager?
3
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.
4
What is ‘independent’ financial planning and advice?
4
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.
5
What are the benefits of using a wealth manager?
5
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.