Financial Planning Oxshott
Financial Planning Oxshott
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.
How can we assist you with financial planning in Oxshott?
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.
Financial planning Oxshott, taking care of all your financial needs
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.
Watch our video to find out what we can do for you
Award-winning financial advice Oxshott people know they can trust
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.
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 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.