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Financial Advice in Esher, Surrey | Partridge Muir & Warren
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  • 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
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  • Complimentary Consultation
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 Wisley

Financial Planning Wisley

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.

Seeking a financial planner 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.

Find out more

Complete the form and we will be in touch to discuss our services in more detail with you.

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    Expertise in financial planning Wisley individuals recommend

    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.
    pmw team in wisely

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

    financial planners in wisely

    Award-winning financial planning and wealth management in Wisley

    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.
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    Our Wisley 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 taking independent financial advice in Wisley?

    1
    Whether 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.
    2

    How do a financial adviser and a wealth manager differ?

    2
    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.
    3

    How much does financial planning in Wisley cost?

    3
    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.
    4

    Why should I choose PMW for making wills in Wisley?

    4
    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.

    How could YOU benefit from our Wisley 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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