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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
  • Services
    • Financial Advice
    • Probate and Estate Planning
    • Tax Service
  • News & Insights
  • Our Awards
  • Community
    • Elmbridge Philanthropy
    • In the Community
  • Contact
    • Contact Us
    • FAQs
  • Virtual Consultation

Financial Planning Richmond

Financial Planning Richmond

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.

Strategic advice, for all your financial goals

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.

Find out more

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    Wealth management Richmond people have trusted for over 50 years

    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.
    pmw team

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

    Award-winning financial planning in Richmond

    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 Richmond investment management and financial planning services

    Wealth
    Management

    Investment
    Management

    One-Off
    Assignment

    Probate & Estate
    Management

    What our clients say
    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

    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 Andrew Mayer

    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

    Thank you for an incredibly informative and interesting morning. It certainly opened my eyes to the complicated world of IHT planning, trusts and pensions. I hope to use PMW in future.

    Mrs Ford

    Very informative seminar. I expect to use PMW for specific advice in the future. When particularly important decisions are to be taken I will be sure to contact PMW.

    Mr Wilkins

    Partridge Muir & Warren
    Aissela
    46 High Street
    Esher

    Opening Hours
    Monday – Friday
    9am – 5pm
    Frequently asked questions
    1
    What are the benefits of using a wealth manager?
    1
    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.
    2
    What is the difference between a financial adviser and a wealth manager?
    2
    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.
    3
    What is ‘independent’ financial planning and advice?
    3
    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.
    4
    What is a ‘Chartered Financial Planner’?
    4
    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.
    5
    How much does financial planning cost?
    5
    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.

    Ready to learn more about our Richmond investment management and financial planning services?

    If you’re ready learn more about how our financial planning and wealth management services could benefit you, why not book a no-obligation complimentary consultation? You could soon be moving towards your financial goals, in the safe hands of our experts.

    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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    Areas we cover

    Claygate
    Cobham
    Esher
    Horsham
    Kingston
    Richmond
    Weybridge

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    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
    Copyright © 2020 Partridge Muir & Warren Ltd. All Rights Reserved.
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