Financial Planning Walton-on-Thames
Financial Planning Walton-on-Thames
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.
How can we assist you with financial advice in Walton-on-Thames?
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.
Financial planning Walton-on-Thames, the comprehensive advice you need for confidence in the future
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.
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.
Watch our video to find out what we can do for you
Award-winning financial advice Walton-on-Thames people are happy to recommend
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.
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 Walton-on-Thames financial planning services
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What is the significance of ‘independent’ financial planning and advice?
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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.
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What is the difference between a regular financial planner and a chartered financial planner?
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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.
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.
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How much does financial planning in Walton-on-Thames cost?
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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.
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.