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Financial Advice in Esher, Surrey | Partridge Muir & Warren
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    • About
    • What Our Clients Say
    • Meet The Team
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    • Financial Advice
    • Wealth Management (WMS)
    • Investment Management (IMS)
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    • Tax Services (PMW Trust)
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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 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.

Find out more

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    pmw team

    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.
    pmw team

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

    financial planning walton on thames

    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.
    financial planning walton on thames

    Our Walton-on-Thames 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

    What is the significance of ‘independent’ financial planning and advice?

    1
    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.
    2

    What is the difference between a regular financial planner and a chartered financial planner?

    2
    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.
    3

    How much does financial planning in Walton-on-Thames cost?

    3
    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.

    How could YOU benefit from our Walton-on-Thames 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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