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 trusted locally to provide bespoke, fully independent financial planning and wealth management advisory services.
As chartered financial planners, our central aim has always been to protect the wealth of our clients. If you are looking for support in achieving your financial goals, our highly qualified experts are here to get you to where you want to be.
From our conveniently located offices in Esher, we serve all the surrounding areas, including Richmond. Investment management, financial planning, tax strategy, trust creation and estate administration are all services offered by our own award-winning, in-house team.
You may be considering your options to optimise your retirement income, or perhaps you have decided it is time to start planning for when that time eventually comes. Maybe you have an asset to sell, such as a business, and are looking for strategic investment advice to maximise your return.
It is all part of what we do here at PMW, where your individual goals become as important to us as they are to you. We will look to welcome you as our long term client, hoping that like many others, you will come to consider us your trusted family financial planners.
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 Partridge Muir & Warren, we have a full team of experts in-house, all focused on your best interests. Our financial planners, tax advisers, investment and portfolio administrators and legal specialists have all been selected for their in-depth knowledge and skill. What’s more, they all share our company ethos for ensuring the highest levels of client care.
With such wide-ranging expertise at hand, steering you towards achieving your financial objectives becomes so much more streamlined. We place no limits on the time it takes to understand your ambitions, and have the ability and commitment to get you there in the most effective way possible.
Over our five decades in the financial planning industry, we have always been dedicated to maintaining the highest levels of service. Serving clients for the long term is an important mission for us. Many of our clients have been with us for an average of 20 years, with several retaining us over a number of generations.
We are proud to have been recognised for our efforts through a number of industry awards. The City of London Wealth Management Awards aim to recognise service quality in financial planning and in 2019 we were presented with Wealth Manager of the Year Southern England. For the past four years we have also retained the title of Advisory HQ Best UK Independent Adviser.
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.
A wealth manager has specialist expertise and experience and uses it to reduce the risk associated with any investment, and to bring the best returns over a prolonged period of time, helping clients attain all their financial goals, both for the short and long term. Wealth managers know how to ensure an investment strategy is planned around the best interests of their clients, considering everything that matters in all aspects of life.
Financial advice is more geared towards investment, whilst wealth management is more centred on all-round financial planning, with every aspect of an individual’s financial situation taken into account. Wealth management tends to cover the likes of savings and investment planning, tax saving strategies, will drafting, estate planning and wealth preservation and anything else required to ensure financial goals are met.
Independent financial planners can recommend financial products from the whole of the market. They are not tied to a single provider or insurer, which means the advice you receive will be unbiased and therefore suited to your individual needs.
Chartered status is the accepted ‘gold standard’ for UK financial planners and advisers. It displays an achieved level of competence and experience, as well as ongoing dedication to the profession.
For an individual adviser to be receive Chartered status, they must complete approximately 14 exams in a range of aspects of financial services and related subjects. For a company to achieve Chartered status, it must prove its dedication to professional standards at top levels.
As a Chartered company, PMW is dedicated 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.
Our financial planning costs are based on the specific services we provide you with, and on individual needs. You will be provided with a full scope of costs before we go ahead, and you will never find any unexpected costs, as we will always clearly set out all our charges before you proceed with any service.
Once we have assessed your needs we will arrange an initial meeting at our offices in Esher, Surrey. We can also offer a virtual meeting if this is your preference. The meeting will be with one of our Chartered Financial Planners and will be at our expense (you will not be charged). 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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