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.
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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.
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.
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.
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.
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.
You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.
Many thanks for your continued patience and understanding, which is much appreciated.
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.
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.
“We can rely on PMW’s guidance and knowledge with the various markets. Whilst I take a bird’s-eye view of what is going on in markets, it is reassuring that we know that PMW can deliver an in-depth view – that over time has proved to be successful”
“After 40 years of advice we feel that our finances are sound and being very effectively managed. We are regularly updated and meet every six months when we have a very comprehensive meeting reviewing the past and planning for the future. We are confident that future generations will be provided with their astute advice.”
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.
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.
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.
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.
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’.