We create fully personalised strategies based on your individual goals, financial circumstances, and long-term aspirations.
Access a dedicated team of chartered advisers, tax experts, and investment specialists all working collaboratively for your success.
We proactively manage and review your plan, ensuring it adapts to changing markets and your evolving needs.
Partridge Muir & Warren has been providing the people of Surrey with independent financial planning advice since 1969.
Understanding our clients is of paramount importance, which is precisely why we dedicate unlimited time to getting to know them, their families and their goals, so that we can deliver the most appropriate advice.
If you live in Walton-on-Thames, you will find our Esher office just under four miles away. So there really is no need to make the journey into the city for the quality financial advice you need.
As a company holding chartered financial planner status, we are considered the gold standard of advisers in the industry. We are very proud of the fact that our clients have stayed loyal for over 20 years on average, and that local families in Walton-on-Thames and beyond have kept us as their preferred financial advisers down several generations.
Whether you are preparing for retirement, are seeking investment advice, or you are looking to get your affairs in order through estate planning, our dedicated team of financial and legal experts is here with all the knowhow and experience you need to see your financial goals come to fruition.
Our clear and structured process makes it easy to take control of your financial future.
It all begins with a no-obligation meeting to explore your goals and understand how our advice can support your financial future.
We create a personalised financial strategy aligned to your needs – clearly explained and designed to help you make informed decisions.
Once agreed, we put your plan into action and stay by your side – monitoring, refining and guiding you as your life and goals evolve.
At PMW, we have our own in-house team of financial planners, tax advisers, investment and portfolio administrators and legal specialists. All are poised to share with you their extensive knowledge and provide fully-rounded guidance so that you can be sure you are seeing the full picture when making crucial decisions about your future.
We offer a comprehensive range of services in Walton-on-Thames. This includes financial advice, wealth management, tax planning, investment management, estate planning, will writing and probate.
Financial advice is often sought during those times in life that involve change or important decisions. At such times, peace of mind is essential. In other words, you want to know that the advice and the service you are receiving can be fully depended upon.
With a team celebrated throughout the financial planning industry care of multiple awards, we are confident that you will find this rings true at PMW.
For example, the City of London Wealth Management Award has acknowledged our team for its quality of service continuously since 2018. We were also awarded the title of Wealth Manager of the Year Southern England thanks to votes from our loyal clients and the general public. We have also been named Best UK Independent Adviser by Advisory HQ for the past four years.
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.
Book your complementary consultation today and discover how we can help protect and grow your wealth with confidence.
From financial planning to wealth management and estate advice, our services are designed to support you at every life stage.
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.
Independent financial planners are able to recommend financial products from the whole of the market. This is opposed to financial advisers who work for and are tied to a single provider or insurer. Our financial planning service for Walton-on-Thames clients, every recommendation made is totally unbiased, so you can rest assured that the advice provided has your best interests at heart, and is focused towards to your unique needs and aspirations.
Chartered status is the accepted as the ‘gold standard’ for UK financial planners and advisers. It demonstrates that a certain level of knowledge and experience has been achieved, and shows a continued dedication to the profession.
For an individual to achieve Chartered status, they must complete around 14 exams across a range of financial services and related subjects. For a company to achieve Chartered status, it must prove its commitment to professional standards at the highest level.
As chartered financial planners, Walton-on-Thames people will find us committed to providing top level advice and client care standards. We are also fully focused on ensuring our advisers work ethically at all times, with our clients’ best interests at the heart of the advice they provide.
At PMW, providing our clients with a fully transparent and unbiased fee structure is of great importance to us. For this reason, you will never come across any hidden costs or surprise fees for financial advice or will writing in Walton-on-Thames.
All our charges will be fully explained to you before you go ahead with any service. Naturally, these charges will vary depending on the particular service we provide. But you can rest assured that there will never be anything unexpected at any point in terms of fees.
Once we have assessed your needs, if appropriate, we will arrange an initial meeting. The meeting will be with one of our Chartered Financial Planners. The purpose of the meeting will be to discuss your circumstances and objectives and understand what we can do to help. Advice will not be provided at your first meeting, although if we believe we can help you to achieve your objectives we will explain your options and outline any costs.
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