“Excellent and very thorough – especially when detailing the more complicated elements.”
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.
Are you looking for trusted independent financial advisers in Oxfordshire? The renowned experts at Partridge Muir & Warren are at your service, ready to provide specialist guidance on everything from retirement and estate planning to tax advice and investment. It’s something we’ve been doing since as far back as 1969.
As fully independent, chartered financial planners, we have for more than half a century stuck to our core aim of protecting the wealth of our clients.
Whether you’re looking to secure your financial future or improve your life in retirement, maximise your investment returns, reduce your tax liabilities, or plan for your family to be taken care of in the future, you will be in the safest of hands at PMW.
From our centrally located offices in Esher, Surrey, we provide advice for clients across all surrounding locations, including the county of Oxfordshire. Wealth management, retirement planning, Inheritance Tax planning, setting up trusts, will writing, and investment management are just a small selection of the services that our award-winning, in-house team are able to offer you.
Many people who come to us are already retired, but have a desire to maximise their retirement income. Some are planning ahead so that they can make sure that when they do retire, they are able to fulfil all their dreams. Others will seek our advice because their investments may not be delivering what they expected, and they want to get more out of them. These are just some of the typical scenarios we handle on a regular basis. But everyone is different, and our expertise extends to every need.
From independent advice to wealth management, Oxfordshire serving PMW has a full team of estate planners, financial advisers and legal experts at your service, giving you full peace of mind that the knowledge and experience you need to meet your financial goals is ready to tap into.
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. Oxfordshire wide, clients rely on us to expertly manage every aspect of their financial planning needs.
We have our in-house team of financial planners, tax advisers, investment and portfolio administrators and legal specialists ready to provide you with holistic advice covering every element of your financial life.
So, whether you want to consult with an experienced financial adviser in Oxfordshire; are seeking a tailored investment strategy to optimise your returns or meet a specific financial goal; you’d like to set up a trust, or want to look at ways to reduce the Inheritance Tax payable on your estate or Capital Gains Tax on the sale of an asset, we have the knowhow to assist you in every way.
Our highly qualified, award-winning experts have the in-depth expertise required to transform your financial dreams into reality. This, combined with a commitment to the very best in client care spanning more than half a century, means you can consider PMW a wise choice for independent financial advice Oxfordshire wide.
Since 1969, PMW has been committed to delivering the utmost in client care. It makes us very proud to know that our efforts have been acknowledged by numerous awards.
The City of London Wealth Management Award, given 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 honed in on 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 as your independent financial advisers in Oxfordshire.
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 go ahead with any of our financial advice, investment, estate planning and wealth management services in Oxfordshire.
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 Oxfordshire, we are committed to delivering only the highest 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 ongoing financial planning. All of these are services we offer across the county of Oxfordshire.
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 in line with your wishes when the time comes.
We offer a fully inclusive estate planning service for our Oxfordshire 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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