“Due to your careful oversight my income is enough for my needs, and the investment is not decreasing.”
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.
Seeking a trusted independent financial adviser in Kent? The friendly experts at Partridge Muir & Warren are at your service, on hand to provide specialist guidance on everything from retirement and estate planning to tax advice and investment.
As fully independent, chartered financial planners, we have since 1969 been committed to our core aim of protecting the wealth of our clients.
Whether you are keen to secure your financial future or enhance your retirement, optimise your investment returns, minimise your tax liabilities, or ensure your family is taken care of in the future, you will be in the best hands with PMW.
From our centrally located offices in Esher, Surrey, we provide advice for clients across all surrounding areas, including the county of Kent. Wealth management, retirement planning, Inheritance Tax planning, setting up trusts, will writing, and investment management are just some of the services that our award-winning, in-house team can provide.
Whether you’re planning ahead for a comfortable retirement, looking to get more out of your investments to reach a particular goal, or you want to maximise your existing retirement income, we have the expertise you need to help get you to where you want to be financially.
From independent financial advice to wealth management, Kent serving PMW has its own in-house team of estate planners, financial advisers and legal experts, all at your service to provide reassurance across all your financial and estate planning needs.
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, we offer a fully comprehensive service in financial advice. Kent wide, individuals and business owners depend on our expertise to manage each and every element of their financial planning and wealth management needs.
Because we have a full team of financial planners, tax advisers, investment and portfolio administrators and legal specialists, we are able to provide you with all-round advice covering every aspect of your financial life.
From creating a tailored investment strategy to optimise your returns to setting up a trust; and from reducing your estate’s Inheritance Tax liability to minimising Capital Gains Tax on the sale of an asset, we have the knowhow to assist you in every way. We can also help with setting up Lasting Powers of Attorney and making a will.
Known for our 50-year commitment to the very best in client care, clients can consider PMW a wise choice for independent financial advice Kent wide.
For over half a century, PMW has been committed to delivering the highest levels of client care. It makes us very proud to know that our endeavours have been recognised by a variety of awards.
The City of London Wealth Management Award, presented to us for three years in a row, is presented in recognition of service quality. In 2019, we were voted by our clients and the public as winners of Wealth Manager of the Year Southern England and, for the past four consecutive years, we have retained the title of Advisory HQ Best UK Independent Adviser. For the latter, it was our long term commitment to client care and team approach that the awards panel cited as winning qualities.
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.
At PMW, treating our clients as individuals is of great importance to us. We do not, therefore, publish a standard price list for our services. However, we can say that you will never come across any surprise costs when engaging us for independent financial advice Kent wide.
This is because we are completely transparent with our costs, and always take time to carefully explain our charges so that you know what our advice will cost you before you proceed with any of our financial advice, investment, estate planning and wealth management services in Kent.
Our fee structure is based on the specific service or services you need, and the nature of the advice we give you. There will be nothing unexpected at any stage, and you will receive a detailed costs outline following your no-obligation complimentary consultation.
For financial planners and advisers in the UK, chartered status is the accepted ‘gold standard’. It demonstrates a proficient level of competence and experience, together with an ongoing commitment to the profession.
For an individual financial adviser to be granted Chartered status, they must complete in the region of 14 exams across a variety of aspects of financial services and related subjects. For a company to be given Chartered status, it must prove its dedication to professional standards at the highest level.
As a chartered financial advisers covering Kent, we are dedicated to providing only the very best standards of advice to our clients. We also determined that all our advisers work to ethical standards at all times, so that the best interests of our clients remain at the core of everything they do.
Financial advice tends to be more concerned with investment, whilst wealth management is more about continuous financial planning. All of these are services we offer across the county of Kent.
As part of our wealth management service, we consider every aspect of a client’s financial situation. Our goal is formulate a plan and tailored strategies that will get you on the road towards your financial goals.
Wealth management may incorporate strategies based on the likes of savings and investments, tax planning, will writing, estate planning, wealth preservation and retirement planning. In other words, all you need to meet your ultimate financial goals.
Estate planning provides peace of mind that those you care about will be provided for as per your wishes when the time comes.
We offer a fully inclusive estate planning service for our Kent clients. The service covers everything you may need, from making sure your investments are achieving the best possible returns with minimal risk, to exploring ways to reduce the amount of Inheritance Tax payable on your estate when you die. We can also set up trusts where required to protect the inheritance of any younger or vulnerable beneficiaries.
We also provide a will writing service, and can arrange Lasting Powers of Attorney to protect your interests in the event of you becoming mentally incapacitated.
Whilst some financial advisers or wealth management specialists are tied to a specific provider or insurer, the advice we offer is fully independent. This means we are able to recommend products such as insurance policies, pensions and investments from the whole of the market, so that you have a much wider scope of choice.
Unbiased recommendations like these are in your best interests. They allow you to benefit from the product that is suitable for your individual needs, rather than simply ‘the best of a limited list’.
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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