Financial Planning
Financial Planning
For more than 50 years, the local people of Surrey have been placing their trust in Partridge Muir & Warren for the independent financial planning advice they need to realise their personal goals.
Since the business was founded in 1969, we have remained focused on our core aim of protecting the wealth of our clients.
Having received chartered status as financial planners, we have demonstrated the highest possible commitment to professional standards, always placing our clients’ best interests at the heart of everything we do.
How can we assist you with financial planning?
There are many reasons why individuals, families and professionals across Surrey approach us for financial planning advice.
It may be that they are seeking the most efficient way to optimise their retirement income, whilst preserving their estate and safeguarding their family’s future.
Sometimes they will be looking for retirement planning advice, so they can plan ahead for a comfortable life when they finish working.
Some will have an asset to sell, perhaps a business or a property, and will be seeking tailored investment advice so that they are able to realise their financial ambitions.
Whatever your reasons for seeking financial planning advice, you can rest assured that our team here at PMW will be dedicated to providing you with a service that is fully tailored to your individual needs.
A financial planning service that considers ALL your financial needs
From financial advice, wealth management, tax planning and investment management to will writing, estate planning and probate, our own team of in-house experts, all based here at our Surrey offices in Esher, offer expertise in a range of areas. This means that we are in the best possible position to get you to where you want to be in a financial sense, and to help bring your all-important goals to fruition.
Watch our video to find out what we can do for you
The award-winning financial planning service that’s trusted Surrey wide
The City of London Wealth Management Award saw our team acknowledged for its quality of service for two years running. We were also presented with the title of Wealth Manager of the Year Southern England following votes from our loyal clients and the wider public. We have also received the title of Best UK Independent Adviser by Advisory HQ for the past four years.
Our financial planning services
What is meant by a ‘Chartered Financial Planner’?
For an individual to achieve Chartered status, they must complete approximately 14 exams in various aspects of financial services and related subjects. For a company to achieve Chartered status, it must demonstrate the highest commitment to professional standards.
As a Chartered company, we are dedicated to providing the highest standards of advice and are committed to ensuring our advisers work in an ethical manner, putting your best interests at the heart of the advice they give at all times.