Many thanks for your continued patience and understanding, which is much appreciated.
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.
It has been over five decades since Partridge Muir & Warren first established itself as a chartered financial planning company in Surrey. Since then, we have continued to build an exceptionally loyal base of clients, all of whom trust us for our fully independent, bespoke advice, and our exceptional service quality.
We serve individuals, professionals and families and around Weybridge. Our award-winning financial planning and investment management advice is provided by a close team of specialist finance, tax and legal experts, all focused on the same goal: to protect the wealth of our valued clients.
Are you seeking truly personalised advice on financial planning in Weybridge? Our offices are conveniently located close by in Esher, and we offer a variety of services, all provided by our own in-house team.
So, whether you are seeking to secure a comfortable retirement; make plans for the future, or choose an investment vehicle that will deliver long term returns, you can rely on PMW. We always take time to fully understand the individual goals and ambitions of our clients.
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.
Working with an in-house team, made up of experts in their own specialist fields, makes a great deal of difference when it comes to achieving your ideal financial future. From tax planning, trust management and will writing, to estate administration and investment management, Weybridge clients can rely on PMW to ensure they are prepared for any eventuality.
We have always been fully committed to investing whatever time we need to ensure a comprehensive understanding of our clients’ goals. We combine this approach with the a full service offering, giving you access to every aspect of financial, tax and legal advice from a team of professionals who jointly understand your goals. This strategy means we are able to offer an end-to-end service that is quite unique.
From our very beginnings in 1969, we have always kept a clear focus on making certain our clients experience nothing but the very best service. It is a focus that we all share, company-wide, and something that has been acknowledged through a number of industry awards.
The City of London Wealth Management Awards were launched with the aim of recognising service quality in the financial planning sector. Voted for by the public, we received the accolade of Wealth Manager of the Year: Southern England in 2019. For the past four years we have also retained the title of Advisory HQ Best UK Independent Adviser, cited for our team-approach, and continued mission to serve clients for the long term.
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 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 consultation to discuss your needs in more detail.
Our financial planning costs vary according to the services we provide and on individual circumstances and goals. You will be provided with a full scope of costs before we go ahead, and we promise you won’t ever find any unanticipated costs, as everything we charge is clearly set out before you go ahead with any service.
Independent means that the advice you receive comes from the entire market. Our financial planners will recommend financial products from the whole of the market. Because they are not tied to a single provider or insurer, the advice you receive will be unbiased and totally focused on meeting your goals.
Chartered status is the industry accepted ‘gold standard’ for UK financial planners and advisers. It means the holder has attained a certain level of competence and experience, as well as displaying ongoing dedication to the profession.
For an individual adviser to receive Chartered status, they must complete around 14 exams in a range of aspects of financial services and related subjects. For a company to get to Chartered status, it must prove its dedication to professional standards at the highest levels.
As a Chartered company, PMW is dedicated to delivering the highest standards of advice and ethical service that remains at all times in the best interests of our clients.
Financial advice is more about investment, whilst wealth management is more about holistic financial planning, which will usually include savings and investment planning and management, tax saving strategies, will drafting, estate planning and wealth preservation and anything else required to ensure financial goals are met and wealth is preserved.
A wealth manager uses his or her specialist expertise to downgrade the risk associated with any investment, and to optimise returns over a prolonged period of time. Their work is geared towards supporting clients in achieving their financial goals, both for the short and long term. Wealth managers are fully aware of how to ensure an investment strategy is planned around the best interests of their clients, considering everything that matters in all aspects of life.
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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