Financial Planning Surrey
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.
A comprehensive financial advice and wealth management service for Surrey investors
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.
Watch our video to find out what we can do for you
Award-winning financial planning Surrey people know they can depend upon
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.
Our Surrey financial planning and wealth management services
How much does your Surrey financial planning service cost?
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’?
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?
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'?
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’?
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’.