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