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Financial Advice in Esher, Surrey | Partridge Muir & Warren
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    • About
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    • Financial Advice
    • Wealth Management (WMS)
    • Investment Management (IMS)
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Financial Advice in Esher, Surrey | Partridge Muir & Warren
  • About
    • About
    • What Our Clients Say
    • Meet The Team
    • Join The Team
    • FAQs
  • Services
    • Financial Advice
    • Wealth Management (WMS)
    • Investment Management (IMS)
    • One-Off Assignment (OOA)
    • Probate and Estate Planning (PMW Trust)
    • Tax Services (PMW Trust)
  • News & Insights
  • Our Awards
  • Community
  • Contact
  • Complimentary Consultation

Financial Planning Thames Ditton

Financial Planning Thames Ditton

Partridge Muir & Warren has been a household name amongst the people of Surrey for more than 50 years. For those seeking expert guidance in financial planning in Thames Ditton, we invite you to get in touch with our friendly team to talk through your unique requirements.

As chartered financial planners, we are considered industry gold standard. With client loyalty remaining strong, and numerous Thames Ditton and Surrey families retaining us as their preferred financial advisers over many years, you can rely on us in every respect.

Looking for a financial adviser in Thames Ditton?

For those who live or work in Thames Ditton, our Esher office is just a short distance away. It means that there is no need for you to travel into the city when you need high level financial advice.

Whether you are looking for guidance around retirement, seeking investment brokers in Thames Ditton to help you work towards financial security, or you want to take care of your future affairs courtesy of estate planning, our highly experienced and knowledgeable team of financial and legal experts is on hand to ensure your financial aspirations are achieved.

Find out more

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    pmw team

    Thames Ditton financial planning, for all your financial ambitions

    We have here at PMW our own expert, in-house team of financial planners, tax advisers, investment and portfolio administrators and legal specialists. Every member of the team is highly experienced and ready to provide you with the fully-rounded guidance and complete range of services you need when you are making important decisions about your future.
    pmw team

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

    financial planning thames ditton

    Award-winning financial planning and investment brokers in Thames Ditton

    Advice you can rely on is so important when you are planning your future, investing for financial security or taking steps to ensure the security of your family. Industry awards are a good indicator that a financial advice company will be able to deliver in this respect.

    At PMW, we have been honoured with a number of awards. The City of London Wealth Management Award is one of them, an accolade which has acknowledged us for our quality of service continuously since 2018. The title of Wealth Manager of the Year Southern England has also been bestowed upon us courtesy of votes from our loyal clients and the general public. We have also named Best UK Independent Adviser by Advisory HQ for the past four years.
    financial planning thames ditton

    Our Thames Ditton financial planning services

    Wealth
    Management

    Investment
    Management

    One-Off
    Assignment

    Probate & Estate
    Management

    What our clients say

    • 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 Mayer

    • 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

    • 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

    • “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”

      Mr and Mrs Boyd

    Partridge Muir & Warren
    Aissela
    46 High Street
    Esher
    Opening Hours
    Monday – Friday
    9am – 5pm

    Frequently asked questions

    1

    Why should I take independent financial advice in Thames Ditton?

    1
    When you are planning for your future or looking to achieve set goals, it is vital that the advice you receive is independent. Having access to the whole of the market is important so that you are not limited to products that may not provide you with the best possible benefits.

    At PMW, our financial planning for Thames Ditton clients involves advice and recommendations that are totally unbiased, so you have complete peace of mind that your best interests are prioritised, and that the advice is focused on your individual needs and financial ambitions.
    2

    What is the significance of a chartered financial planner?

    2
    Chartered status is the accepted as the ‘gold standard’ for UK financial planners, advisers and investment brokers. In Thames Ditton, clients can rest assured that with a chartered financial planner, they will be benefiting from a high level of knowledge and experience, together with a continued dedication to the profession.

    Achieving chartered status is no mean feat. Individuals must complete around 14 exams across a range of financial services and related subjects. Companies must prove their commitment to professional standards at the highest level.

    As we are chartered financial planners, Thames Ditton people can trust that we are dedicated to exceptional standards, and that our advisers work ethically in all they do.
    3

    How much does financial planning in Thames Ditton cost?

    3
    The team at PMW is dedicated to providing a totally transparent and unbiased fee structure. This means that you will never discover any hidden costs or surprise fees when you engage us as your financial adviser in Thames Ditton, Surrey.

    All our charges will be fully explained to you before you proceed with any service. These charges will vary depending on the individual service, however you can rest assured that there will never be anything unexpected at any point in terms of fees.

    How could YOU benefit from our Thames Ditton financial planning service?

    Why not book a no-obligation complimentary consultation, and find out how our knowledgeable specialists could help you meet your all-important financial goals?

    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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      Services we offer

      Financial Advice
      Investment Management
      Portfolio Management
      Wealth Management
      Financial Planning
      Financial Planning for Individuals
      Financial Planning for Families
      Retirement Planning
      Managing Inheritance
      Probate and Estate
      Inheritance Tax planning
      Setting up Trusts
      Lasting Powers of Attorney

      Areas we cover

      Surrey
      Chessington
      Claygate
      Cobham
      Ditton
      Esher
      Hampton
      Hersham
      Horsham
      Kingston
      Oxshott
      Richmond
      Shepperton
      Walton-on-Thames
      Weybridge
      Wisley
      Berkshire
      Buckinghamshire
      Hampshire
      Kent
      Oxfordshire
      Sussex

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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
      PMW Legal Limited. Trading as PMW Trust. Registered in England. Company number 10199785. Licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
      Registered office: Aissela, 46 High Street, Esher, Surrey, KT10 9QY. Telephone calls may be recorded.
      Copyright © 2023 Partridge Muir & Warren Ltd. All Rights Reserved.
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