You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.
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 is over five decades since Partridge Muir & Warren first started to offer tailored, fully independent financial planning and wealth management in Wisley and Surrey.
Over the years, our loyal clientele has grown progressively. We are incredibly proud that so many families have stayed with us from one generation to the next.
Protecting the wealth of our clients, and helping them achieve their personal and financial goals, have formed the core of our commitment since 1969. Our highly qualified experts possess the wide ranging experience and technical knowledge to make this all possible. This, coupled with a firm commitment to the very best in client care, make us an astute choice as a financial planning firm in Wisley.
There are many reasons why individuals, professionals and families in Wisley come to us for financial advice, wills and trusts. Some will be looking to optimise their retirement income. Others have a desire to plan ahead for a financially secure future. Others still are looking for investment and wealth management advice, perhaps because they are selling an asset, such as a business.
Whatever your unique needs, our highly experienced and knowledgeable team of financial planners and legal experts is ready to ensure your financial ambitions are realised. With our office in Esher just nine miles away, you will be able source the top of the range advice you need locally, without having to travel into the city.
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 Partridge Muir & Warren, something that sets us apart is our fully inclusive service in wealth management. Wisley wide, we have the ability to take care every element of an individual’s financial planning needs.
Our in-house team of financial planners, tax advisers, investment and portfolio administrators, will writers and legal specialists have all been chosen for their extensive knowledge and technical skill. They are poised to provide you with comprehensive expertise, including financial planning, investment management, tax and estate planning, trust set-up, will writing and probate. As everything is taken care of by a cohesive team, you will always have access to the relevant, tailored advice you need to achieve your financial goals.
The commitment to client care that is a core value of PMW has been recognised by a list of industry accolades.
As current holders of the City of London Wealth Management Award, voted for by the public, we have been recognised for our quality of service. We were also awarded Wealth Manager of the Year Southern England in 2019, and the past four years have seen us retain the title of Advisory HQ Best UK Independent Adviser, with our long term mission to serve clients and our team-approach highlighted as key elements in achieving top wealth management company status.
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.
hether you are planning for your future or looking to achieve particular financial ambitions, it is essential that you receive independent advice. With access to the whole of the market as opposed to a limited set of providers, it means you are not limited to products that may not deliver the best possible solution for your needs.
At PMW, our financial planning for Wisley clients involves advice and recommendations that are totally unbiased, so you have complete peace of mind that your best interests are our main focus, and that the advice you receive revolves solely around your individual needs and financial aspirations.
Where financial advice tends to focus on investment, wealth management is more an all-inclusive and ongoing financial planning process, where all the aspects of an individual’s financial situation are considered.
Our wealth management services in Wisley could for example include making arrangements to safeguard your family’s future; choosing the most efficient way to take an income; the separation of business and personal assets; cash flow and budgeting, and more.
At PMW, we are committed to providing a fully transparent and unbiased approach to pricing. This means that you will never find any concealed costs or surprise fees when you engage us for financial planning and wealth management in Wisley.
All our charges will be fully set out for you before you proceed with any service. These charges will vary depending on the services chosen, but you can rest assured that there will never be anything unexpected at any point in terms of fees.
PMW has since 1969 become a highly trusted name for financial advice and wills across Wisley and Surrey.
Our in-house team of expert legal and financial advisers offers a comprehensive range of estate planning services, including wills, Lasting Powers of Attorney, trusts and more.
Ensuring we fully understand personal and family situations means the advice we deliver to our Wisley clients is fully-rounded, and always centred on the goals of our clients.
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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