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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
    • Join The Team
  • Services
    • Financial Advice
    • Wealth Management (WMS)
    • Investment Management (IMS)
    • One-Off Assignment (OOA)
    • Probate and Estate Planning (PMW Trust)
    • Tax Services (PMW Trust)
  • News & Insights
  • Our Awards
  • Community
    • Elmbridge Philanthropy
    • In the Community
  • Contact
    • Contact Us
    • FAQs
  • Complimentary Consultation

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.

Find out more

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    pmw team

    For fully comprehensive financial planning and wealth management that Kingston people recommend, look to PMW

    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.
    pmw team

    Watch our video to find out what we can do for you

    financial planning kingston

    Award-winning Kingston financial planning experts

    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.
    financial planning kingston

    Our Kingston wealth management and financial planning services

    Wealth
    Management

    Investment
    Management

    One-Off
    Assignment

    Probate & Estate
    Management

    What our clients say

    • 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

    • 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

    • 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

    Partridge Muir & Warren
    Aissela
    46 High Street
    Esher
    Opening Hours
    Monday – Friday
    9am – 5pm

    Frequently asked questions

    1
    What is ‘independent’ financial planning and advice?
    1
    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.
    2
    How much does financial planning cost?
    2
    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.
    3
    What is a ‘Chartered Financial Planner’?
    3
    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.
    4
    What is the difference between a financial adviser and a wealth manager?
    4
    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.
    5
    What are the benefits of using a wealth manager?
    5
    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.

    Ready to discover how our Kingston financial planning and wealth management services could secure your financial future?

    If you’re ready to learn more, we’re ready to help. 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

    Financial Advice
    Investment Management
    Portfolio Management
    Wealth Management
    Financial Planning
    Financial Planning for Individuals
    Financial Planning for Families
    Retirement Planning
    Managing Inheritance
    Probate and Estate
    Estate Planning
    Estate Administration
    Probate Management
    Professional Trustee Service
    Will Writing
    Tax Services
    Inheritance Tax planning
    Setting up Trusts
    Lasting Powers of Attorney

    Areas we cover

    Surrey
    Chessington
    Claygate
    Cobham
    Ditton
    Esher
    Hampton
    Hersham
    Horsham
    Kingston
    Oxshott
    Richmond
    Shepperton
    Walton-on-Thames
    Weybridge
    Wisley
    Berkshire
    Hampshire

    Other pages

    Meet the Team
    Statements and Risk Warnings
    Client Privacy Notice
    Privacy Policy for Our App
    Privacy Policy
    Our App
    Additional Articles
    Contact Us
    AdvisoryHQ
    AdvisoryHQ
    Partridge Muir & Warren Ltd is authorised and regulated by the Financial Conduct Authority.
    Registered in England and Wales, company registration number 952508. Registered office, Aissela, 46 High Street, Esher, Surrey, KT10 9QY.
    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
    To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
    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 © 2022 Partridge Muir & Warren Ltd. All Rights Reserved.
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