Many thanks for your continued patience and understanding, which is much appreciated.
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.
For those times when you need trusted independent financial advisers in Hampshire, the experts at Partridge Muir & Warren are on hand to provide specialist guidance on everything from retirement and investment, to estate planning and will writing, and have been since 1969.
As fully independent, chartered financial planners, we have for more than fifty years maintained our core aim of protecting the wealth of our clients.
Whether you have a desire to secure your financial future and enhance your retirement years, boost your investment returns, or put things in place to ensure your family is provided for 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 whole of Hampshire. Wealth management, retirement planning, Inheritance Tax planning, setting up trusts, will writing, and investment management are just some of the services offered by our award-winning, in-house team.
Perhaps you are already retired and keen to optimise your retirement income, or are planning ahead for the retirement of your dreams? Maybe you are looking to protect your family’s best interests for the future, or wish to get more out of your investments?
From independent advice to wealth management, Hampshire serving PMW has a full team of estate planning, financial advice and legal experts at your service, so you can rest assured that the knowledge and experience you need is readily available to assist you in meeting your financial goals.
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 an all-encompassing service in financial advice. Hampshire wide, our clients know they are able to rely on us to expertly manage every aspect of their financial planning needs.
With our own in-house team of financial planners, tax advisers, investment and portfolio administrators and legal specialists, we can provide all you need for each and every aspect of your financial life.
So, whether you need a financial adviser in Hampshire; are seeking a tailored investment strategy to maximise your returns or achieve a particular financial goal; you want to set up a trust, or are keen to reduce the Inheritance Tax payable on your estate for the benefit of your loved ones, we have the expertise to assist you in every way.
Our highly qualified, award-winning experts have the in-depth knowhow and technical competences to bring your financial goals into focus. This, together with a commitment to the very best in client care spanning several decades, means that you can consider PMW an astute choice when it comes to independent financial advisers in Hampshire.
Since 1969, PMW has been dedicated to delivering the highest levels in client care, backed by the very best technical skills. We are proud to report that our efforts have been recognised by a variety of awards.
The City of London Wealth Management Award, ours for three consecutive years, 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 years in a row, we have retained the title of Advisory HQ Best UK Independent Adviser, with the awards panel having cited our long term client commitment and team approach 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, we feel strongly that our clients are treated as individuals. With this in mind, we do not publish a standard price list for our services. However, we can say that you will never find any hidden costs when engaging us as your independent financial advisers in Hampshire.
We always fully explain all our charges before you proceed with any of our financial advice, investment, estate planning and wealth management services in Hampshire.
Our fee structure is based on the specific service or services you need, and the nature of the advice we give you. Please rest assured however that there will be nothing unexpected at any point. We will provide you with outline costs once you’ve had your no-obligation complimentary consultation.
Chartered status is the accepted ‘gold standard’ for UK financial planners and advisers. It proves an accomplished level of competence and experience, as well as ongoing dedication to the profession.
For an individual financial adviser to be granted Chartered status, they must complete around 14 exams in a range 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 operating in Hampshire, we are committed to delivering nothing but the highest standards of advice to our clients. We also determined that all our advisers work to ethical standards at all times, with the best interests of our clients firmly rooted at the heart of everything they do.
Financial advice is more focused around investment, whilst wealth management is more about ongoing financial planning. All of these are services we offer Hampshire wide.
When giving wealth management advice, we consider every aspect of a client’s financial situation. Our aim is create a roadmap to bring you closer to your goals. Once that’s in place, we can then come up with personalised strategies to get you there.
Wealth management could encompass strategies around savings and investments, tax planning, will writing, estate planning, wealth preservation and retirement planning. In other words, everything you need to meet your ultimate financial goals.
Estate planning is all about arming you with the reassurance you need that those you care about will be provided for as per your wishes when the time comes.
We offer a comprehensive estate planning service for our Hampshire clients. The service is all-encompassing, and may including ensuring your investments are achieving the best possible returns with minimal risk; exploring ways to reduce the amount of Inheritance Tax payable on your estate when you die and, where necessary, the setting up of trusts to protect the inheritance of any younger or vulnerable beneficiaries.
We also offer 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 planners are tied to a specific provider or insurer, the advice we offer is completely independent. This means we are able to recommend products such as insurance policies, pensions and investments from the whole of the market, giving you a much wider scope of choice.
Unbiased recommendations such as these are in your best interests. This way, you will get to benefit from the product that is appropriate to 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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