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.
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.
Partridge Muir & Warren has been providing fully independent, bespoke financial advice from its Surrey-based offices since 1969.
If you are seeking expert assistance with wealth management or financial planning, Kingston is one of the areas in which we have built up a loyal clientele over the years. Conveniently located in nearby Esher, we offer all the advantages of an award-winning and highly qualified team of experts, without the need to travel into London.
We know that for the people of Kingston, wealth management and financial planning are of exceptional importance. At PMW you will be taken care of by a dedicated team of specialists who genuinely care about ensuring you meet your financial ambitions. With over 50 years of experience working with numerous generations, we want you to join our clients and consider us as your family advisers.
As chartered financial planners, our goal has always been to protect the wealth of our clients. Whether you are looking to optimise your retirement income, plan for a financially secure future, protect your assets, provide for your family or maximise investment returns, you can rely on the integrity of our advice, and the in-depth skill of our experts.
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.
At PMW, we pride ourselves on offering an all-encompassing service. It means we can take care of your every need in a financial respect, from investment advice through to tax planning, trust creation, will writing, and estate administration and probate.
We have our own highly qualified in-house team of financial planners, tax advisers, investment and portfolio administrators and legal specialists, ready to provide you with a seamless Kingston financial planning and wealth management service, that will enhance your experience and ensure your financial goals can be met in every way.
It has always been very important to us to provide the ultimate client service experience. Company-wide, we all hold a shared commitment to making sure our clients receive the very best advice to suit their individual situations. This commitment has been recognised by a number of industry awards.
The City of London Wealth Management Awards acknowledge quality of service in the financial advisory sector. Chosen by the public, we were presented with the accolade of Wealth Manager of the Year: Southern England in 2019. For the past four years we have also retained the title of Advisory HQ Best UK Independent Adviser in recognition of our focus on serving clients for the long term, and our team-approach.
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.
Independent financial planners are able to recommend financial products from the entire market, in other words, they are not tied to a single provider or insurer. For this reason, the advice you receive will be unbiased and perfectly suited to your individual needs.
Our financial planning costs are based on the particular services we are providing, and on individual needs. You will never find any surprise costs with PMW though, as we will always clearly set out all our charges before you proceed with any service.
The chartered status is the accepted ‘gold standard’ for UK financial planners and advisers. It demonstrates an accomplished level of competence and experience, plus ongoing dedication to the profession.
For an individual adviser to be given Chartered status, they must complete around 14 exams in a range of aspects of financial services and related subjects. For a company to get Chartered status, it must prove its dedication to professional standards at top levels.
As a Chartered company, PMW is committed to delivering the highest standards of advice. We are also primed to ensure our advisers work to ethical standards at all times in the best interests of our clients.
Financial advice tends to be focused on investment, whereas wealth management is more about holistic financial planning, with all aspects of an individual’s financial situation considered. Wealth management may take in savings and investment strategies, tax planning, will writing, estate planning and wealth preservation and any other advisory and planning services needed to best manage your finances and meet specific goals and needs. It may 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 other strategies.
A wealth manager uses specialist expertise and experience to cut 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 account everything that matters personally, professionally and family wise.
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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