Trusted Chartered Financial Planners Since 1969

Financial Planning Surrey

Authorised and regulated by the Financial Conduct Authority

Tailored advice

We create fully personalised strategies based on your individual goals, financial circumstances, and long-term aspirations.

Expert team

Access a dedicated team of chartered advisers, tax experts, and investment specialists all working collaboratively for your success.

Ongoing support

We proactively manage and review your plan, ensuring it adapts to changing markets and your evolving needs.

Financial Planning Surrey

Individuals, families and professionals have placed their trust in Partridge Muir & Warren for wealth management and financial planning Surrey wide since 1969.

As fully independent, chartered financial planners, we have for five decades remained focused on our core aim of protecting the wealth of our clients. If, like many, you are eager to achieve a competitive return on your investments, or have specific financial goals in mind and dreams of a secure financial future, then you will find yourself in good hands at PMW.

Trusted for expert financial planning advice in Surrey, from one generation to the next

Something that has always made us proud as a company is the fact that many of our clients have remained with us for over 20 years, and that local Surrey families have continued under our guidance for up to four generations.

Maybe you are seeking to optimise your income in retirement. Perhaps you feel now is the right time to start planning for when you leave work. It might be that you are looking to safeguard your family’s financial future, or get the most out of your investments. Whatever it is you are looking for in the way of financial planning, Surrey based PMW has a team at your service, ready with all the expertise, knowledge and experience to ensure your financial goals are met.

Your journey with us

Our clear and structured process makes it easy to take control of your financial future.

Complementary consultation

It all begins with a no-obligation meeting to explore your goals and understand how our advice can support your financial future.

Tailored Strategy and Recommendations

We create a personalised financial strategy aligned to your needs – clearly explained and designed to help you make informed decisions.

Implementation and Ongoing Support

Once agreed, we put your plan into action and stay by your side – monitoring, refining and guiding you as your life and goals evolve.

A comprehensive financial advice and wealth management service for Surrey investors

A key differentiator at Partridge Muir & Warren is the fact that we provide an all-encompassing service as a financial planning firm in Surrey. Our clients know that they can rely on us to take care of every aspect of their financial planning needs, from wealth management and retirement planning, to investment management, estate planning and will writing.

Because we have our own in-house team of financial planners, tax advisers, investment and portfolio administrators and legal specialists, we are able to offer a complete end-to-end service.

So, whether you are seeking financial advice; are looking for an investment strategy to maximise your returns or achieve a particular goal; would like to set up a trust, or are keen to mitigate the amount of Inheritance Tax payable on your estate for the benefit of your loved ones, we will be able to help you in every respect.

Award-winning financial planning Surrey people know they can depend upon

For five decades, PMW has been dedicated to delivering the highest standards of client care, as well as outstanding technical skill and expertise. We are proud that our efforts have been acknowledged by numerous awards.

The City of London Wealth Management Award, ours for three years running, is presented in recognition of service quality. In 2019, we were voted by our clients and the public to win the title of Wealth Manager of the Year Southern England and, for the past four years running, we have retained the title of Advisory HQ Best UK Independent Adviser, with the awards panel citing our mission to serve clients for the long term, and our team approach as key factors allowing us to rank as a top wealth management company.

What our clients say

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.

One of PMW’s underlying strengths is that every client is treated as an individual and the company ensures that it

Mr Mayer

Your help and guidance was most invaluable and very much appreciated in this respect, as it was all way beyond

Ms Faulkner

“After 40 years of advice we feel that our finances are sound and being very effectively managed. We are regularly

Mr and Mrs Smith

Explore Your Options with Confidence

Book your complementary consultation today and discover how we can help protect and grow your wealth with confidence.

Authorised and regulated by the Financial Conduct Authority

Our Services

From financial planning to wealth management and estate advice, our services are designed to support you at every life stage.

Financial Advice

Personalised guidance to help you plan, protect and manage your finances.

Wealth Management

Protect and grow your wealth with holistic advice tailored to your life goals.

Investment Management

Strategic portfolio management aligned with your needs and risk profile.

Probate and Estate Management

Expert estate and legacy planning, and practical probate support.

Tax Services

Efficient, joined-up guidance across personal and trust-related tax matters.

One-Off Assignment

Focused advice on specific financial issues, with no ongoing commitment required.

FAQ

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.

How much does your Surrey financial planning service cost?

We are committed to treating all our clients on an individual basis, so there is no set price list for what we do. However, we can say that you will never find any hidden costs or surprise charges with PMW.

We always fully explain all our charges before you proceed with any service. Our charges depend on the specific service you need, and the nature of the advice we provide you with. But please do rest assured that there will be nothing unexpected at any stage. We will provide you with outline costs once you’ve had your no-obligation complimentary consultation.

What is a ‘Chartered Financial Planner’?

Chartered status is the accepted ‘gold standard’ for UK financial planners and advisers. It demonstrates an accomplished level of competence and experience, together with continued dedication to the profession.

For an individual to be granted Chartered status, they must complete around 14 exams in a range of aspects of financial services and related subjects. For a company to be given Chartered status, it must prove its dedication to professional standards at the highest level.

As a chartered financial planning firm in Surrey, we are committed to providing the highest standards of advice. We also remain fully focused on ensuring our advisers work to ethical standards at all times, with the best interests of our clients at the heart of all they do.

What is the difference between a financial adviser and a wealth manager?

Financial advice tends to be more focused around investment. Wealth management on the other hand is more about ongoing financial planning.

With wealth management, we will consider every aspect of your financial situation, with a view to creating a roadmap to take you towards your goals, and then putting strategies in place to actually get you there. Wealth management could incorporate strategies around savings and investments, tax planning, will writing, estate planning, wealth preservation and retirement planning. In other words, it is all about helping you meet your overall financial goals.

What is 'estate planning'?

Estate planning is aimed at providing you with reassurance that your loved ones will be provided for in accordance with your wishes when the time comes.

We offer a comprehensive estate planning service for our Surrey clients, looking at, where appropriate, whether any investments are achieving the best possible returns whilst keeping risk to a minimum; ways to minimise the amount of Inheritance Tax payable on your estate when you die and setting up trusts to protect younger beneficiaries’ inheritance.

We also offer a will writing service, and can arrange Lasting Powers of Attorney to protect your interests should you become mentally incapacitated.

What makes your Surrey financial planning and advice ‘independent’?

Whilst some financial advisers or planners are tied to a particular provider or insurer, what we offer is fully independent. This means that we can recommend products such as insurance policies, pensions and investments from the whole of the market.

Unbiased recommendations like this are in your best interests, because you know you will be getting the product that is completely appropriate to your individual needs, rather than simply ‘the best of a limited list’.

Our Office

Aissela, 46 High Street, Esher, Surrey, KT10 9QY