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.
Since 1969, Partridge Muir & Warren has been providing a trusted, independent financial planning service Surrey wide.
Our mission is to protect the wealth of our clients. We do this by providing fully tailored advice, and dedicating unlimited time to getting to know you, your family and your goals, inside out.
If you live in Oxshott, you will find our Esher office conveniently local. So there really is no need to travel into the city for the quality financial advice you need.
As a company, we are very proud of the fact that our clients have remained loyal for more than 20 years on average, and that local families in Oxshott and beyond have retained us as their preferred financial advisers for multiple generations.
Whether you have specific ambitions for retirement, are looking for investment advice, or you are keen to get your affairs in order courtesy of specialist estate planning, our dedicated team is here with all the expertise, knowledge and experience required to help you achieve your financial goals.
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 are more than financial advisers. As chartered financial planners, we have achieved the gold standard in our industry, and have demonstrated a commitment to meeting the highest possible professional standards.
Our full team of financial planners, tax advisers, investment and portfolio administrators and legal specialists are all ready to share our in-depth knowledge with you, ensuring you have access to fully-rounded guidance. Because providing advice that touches upon every aspect of your financial life is one of our core aims.
We offer a comprehensive range of services in Oxshott, including financial advice, wealth management, tax planning, investment management, estate planning, will writing and probate.
For those seeking financial advice, it is normally connected to an important life event. During these times, it is so important to have a feeling of reassurance that the advice and service provided can be wholly relied upon. With a team recognised throughout the financial planning industry courtesy of various awards, we can safely say you will find that’s the case at PMW.
For example, the City of London Wealth Management Award has acknowledged our team for its quality of service continuously since 2018. The title of Wealth Manager of the Year Southern England was also bestowed upon us following votes from our loyal clients and the general public. We have also been named Best UK Independent Adviser by Advisory HQ for the past four years.
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 have access to financial products from the whole of the market. This is opposed to financial advisers who work for and are tied to a single provider or insurer. With our financial planning service in Oxshott, you will receive unbiased recommendations, advice that is in your best interests, and guidance tailored to your individual needs and ambitions.
Chartered status is the accepted as ‘gold standard’ for UK financial planners and advisers. It demonstrates a certain level of knowledge and experience, as well as continued dedication to the profession.
For an individual to achieve Chartered status, they must complete in the region of 14 exams across a range of financial services and related subjects. For a company to achieve Chartered status, it must prove its commitment to professional standards at the highest level.
As a chartered financial planner, Oxshott people will find us dedicated to providing the highest standards of advice. We are also completely focused on ensuring our advisers work ethically at all times, with our clients’ best interests at the heart of the advice they provide.
At PMW, we are dedicated to providing our clients with a fully transparent and unbiased fee structure. This means that you will never find any hidden costs or surprises. All our charges will be fully explained to you before you proceed with any service. These charges will of course vary depending on the particular service you require, and the nature of the advice we will be providing. But rest assured, there will be nothing unexpected at any stage.
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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