Financial Planning Kingston
Financial Planning Kingston
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.
Your trusted family advisers
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.
For fully comprehensive financial planning and wealth management that Kingston people recommend, look to PMW
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.
Watch our video to find out what we can do for you
Award-winning Kingston financial planning experts
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.
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.
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.
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.
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.
You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.
Many thanks for your continued patience and understanding, which is much appreciated.
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.
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.
“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”
“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.”
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.