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
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.
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
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.
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 Kingston wealth management and financial planning services
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What is ‘independent’ financial planning and advice?
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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.
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How much does financial planning cost?
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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.
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What is a ‘Chartered Financial Planner’?
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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.
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.
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What is the difference between a financial adviser and a wealth manager?
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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.
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What are the benefits of using a wealth manager?
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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.