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Financial Advice in Esher, Surrey | Partridge Muir & Warren
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Financial Advice in Esher, Surrey | Partridge Muir & Warren
  • About
    • About
    • What Our Clients Say
    • Meet The Team
  • Services
    • Financial Advice
    • Probate and Estate Planning
    • Tax Service
  • News & Insights
  • Our Awards
  • Community
    • Elmbridge Philanthropy
    • In the Community
  • Contact
    • Contact Us
    • FAQs
  • Virtual Consultation

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.

Find out more

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    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.
    pmw team

    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.

    Our Horsham financial planning and wealth management services

    Wealth
    Management

    Investment
    Management

    One-Off
    Assignment

    Probate & Estate
    Management

    What our clients say
    Partridge Muir and Warren’s approach has always been a friendly, helpful and informative one. l am very happy to be part of the PMW family.

    Mr and Mrs Morriss

    One of PMW’s underlying strengths is that every client is treated as an individual and the company ensures that it offers a specialised service tailored to the client’s needs and not one based on a ‘one size fits all’ approach. I have used PMW for over 35 years and therefore observed, at close hand, the increasing sophistication of their analytical investment approach which has resulted in wise and appropriate choices of suitable investment products, and I have been very pleased with the returns obtained.  Indeed, I have recommended them to friends which, of course, is the ultimate test of a client’s satisfaction.

    Mr Mayer

    I have been with PMW for seven years and they have always been very professional, easy to work with and courteous. Most importantly, they cover every aspect of our financial necessities and have achieved our investment goals and objectives. They are exactly what retired investors need. Very professional but in a most pleasant way. Our meetings are always very enjoyable and I look forward to them.

    Mr Keane

    I first met Simon Lewis at a pre-retirement seminar run by my employer in mid ‘90s. It was my first experience of wealth management and at that time had little surplus wealth to invest, but I signed up. I retired after a career which included long periods on contract working outside UK, and so I have neither a full state pension, nor a maximum employer’s pension. Management of our savings is thus of great importance, as regular withdrawals provide a top up to our income. Over the years we have learnt more about PMW and Simon, who is now CEO, and have come to trust their investment philosophy. It is completely tailored to our requirements, as a result of in depth and regular discussion with us. PMW have what I regard as an intensive doubting style. They do not take potential investment funds at face value, but dig under the surface to determine whether the fund is sound, before investing. They also ensure that the fund continues to perform. Not only are we able to withdraw a regular income from our savings and achieve an agreed, and satisfactory, capital appreciation, but we have also called on our funds from time to time to buy a larger item such as a new car, and the funds have been released and available quickly. We have no hesitation in recommending PMW to you. Our funds are managed prudently and professionally and we have confidence that they will manage your funds in the same way.

    Dr and Mrs Hood

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

    Mrs Watts

    Many thanks for your continued patience and understanding, which is much appreciated.

    Mrs Crump

    We can’t thank you enough for this. I know your presence ​alone has been of great comfort to my mother; your expertise is clearly huge and so useful to us at this difficult time.

    Anonymous

    Your help and guidance was most invaluable and very much appreciated in this respect, as it was all way beyond my understanding of these matters. You have been extremely patient and understanding throughout the whole procedure. I cannot thank you enough for all that you have done for me – you were wonderful.

    Ms Faulkner

    “We can rely on PMW’s guidance and knowledge with the various markets. Whilst I take a bird’s-eye view of what is going on in markets, it is reassuring that we know that PMW can deliver an in-depth view – that over time has proved to be successful”

    Mr and Mrs Boyd

    “After 40 years of advice we feel that our finances are sound and being very effectively managed. We are regularly updated and meet every six months when we have a very comprehensive meeting reviewing the past and planning for the future. We are confident that future generations will be provided with their astute advice.”

    Mr and Mrs Smith

    Partridge Muir & Warren
    Aissela
    46 High Street
    Esher

    Opening Hours
    Monday – Friday
    9am – 5pm
    Frequently asked questions
    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.
    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.

    Ready to discover more about our Horsham financial planning and wealth management service?

    Our experts are on hand to help you discover how effective financial planning with PMW can transform your financial future. Why not book a no-obligation complimentary consultation and take the next step towards your financial goals?

    BOOK YOUR NO-OBLIGATION COMPLIMENTARY CONSULTATION

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    Partridge Muir & Warren Ltd

    Aissela, 46 High Street,
    Esher, Surrey, KT10 9QY
    mail@pmw.co.uk
    01372 471550

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    Services we offer

    Investment Management
    Portfolio Management
    Wealth Management
    Financial Planning
    Retirement Planning
    Estate Planning
    Estate Administration
    Probate Management
    Professional Trustee Service
    Will Writing
    Inheritance Tax planning
    Setting up Trusts
    Lasting Powers of Attorney

    Areas we cover

    Surrey
    Claygate
    Cobham
    Esher
    Horsham
    Kingston
    Oxshott
    Richmond
    Weybridge

    Other pages

    Meet the Team
    Statements and Risk Warnings
    Client Privacy Notice
    Privacy Policy for Our App
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    AdvisoryHQ
    AdvisoryHQ
    PMW Legal Limited. Trading as PMW Trust. Registered in England. Company number 10199785. Licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
    Registered office: Aissela, 46 High Street, Esher, Surrey, KT10 9QY. Telephone calls may be recorded.
    Copyright © 2020 Partridge Muir & Warren Ltd. All Rights Reserved.
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