Your investments, managed by in-house experts who know you, and what your money means to you. Helping you grow your wealth with a relationship-based service built around your goals.
We tailor portfolios to your goals, values and appetite for risk – not a generic profile. Because we know your money means more than numbers.
Our dedicated investment team makes decisions in-house – nothing is outsourced. That means faster action, personal accountability, and full alignment with your financial plan.
We never ‘set and forget’. We proactively monitor your portfolio and adjust as markets shift – and as your needs, values or priorities evolve.
At PMW, we never outsource responsibility. Your investments are managed in-house, by a dedicated investment adviser who knows you – and knows what your money means to you. We take pride in questioning everything, doing our own due diligence, and steering clear of schemes that put your future at risk. From political shifts to global volatility, we are tuned into what is happening in the world and how it affects your portfolio. This is not a faceless fund – it represents your dreams, your family, and your future. And we take that personally.
Simon Lewis
CEO – Partridge Muir & Warren
At PMW, your investments are managed with care, insight and personal responsibility. We never outsource decisions to third parties – your portfolio is shaped and reviewed in-house by one of our own experienced independent investment advisers. Someone who understands what your money means to you.
We stay alert to global events and market shifts, and we act with integrity – questioning trends, spotting risks, and keeping your investments aligned to your goals.
Regular face-to-face review meetings at our offices in Esher, Surrey ensure your portfolio continues to perform. If anything appears to be falling short, we will recommend a fresh course of action, whether that involves rebalancing, or further diversification. With no hidden fees for swapping funds or making changes, just clear advice and hands-on support, you will always know where you stand.
It all forms part of the relationship-based service our clients have trusted from generation to generation for over 50 years.
Our Investment Management Service is designed for individuals and trustees with around £100,000–£200,000 to invest, who want expert guidance while retaining control.
We offer “advisory investment management” — which means we make informed recommendations based on market knowledge and experience, but you always make the final decision.
Whether you are starting afresh or reviewing existing investments, we begin with a detailed discovery process to understand your aims, risk appetite and preferences. From there, we provide tailored advice to help you invest with purpose and confidence, always keeping sight of your ultimate financial and life goals.
To help spread risk and keep your portfolio as well balanced as possible, we usually recommend a mix of professionally managed funds, such as investment bonds, pension funds and other collective investments. Where suitable, we will also help you make the most of your ISA allowance.
Our Investment Management Service focuses solely on investment-related advice. If you would like further personalised guidance on areas such as pensions, Inheritance Tax or wider financial planning to align with your bigger picture financial roadmap, we would be delighted to provide this separately in the shape of a full financial review.
Your circumstances, goals and the markets all change over time — which is why we speak with you to review your portfolio periodically to make sure it still aligns with your current needs, goals and values.
Every year, you will receive a clear valuation and personal recommendations from your own dedicated investment adviser, reflecting current market conditions, and any changes in your attitude to risk or situation. We will also consider tax efficiency as part of the review.
And if you have any questions in the meantime? Just pick up the phone or drop us a line. There are no call centres separating us from our clients – we are a team of real people who know you, your portfolio, and your individual financial ambitions – and we are always on hand to help.
We do not outsource responsibility for your money. We take it personally.
At PMW, we operate a consistent house view shaped by our CEO, Simon Lewis, and continually reviewed to reflect the latest economic conditions. This view guides our asset allocation and ensures every portfolio is built on a solid, adaptable foundation.
What sets us apart is that our financial planners and account managers are also our investment managers. They do not rely on third-party schemes or commission-driven recommendations. Instead, they take the time to research, monitor and reassess – and meet regularly to evaluate fund performance as a team.
We are sceptical of trends, cautious of hype, and unafraid to walk away from investments that do not meet our standards – even when others in the industry may be jumping in. That rigour has protected our clients from high-profile fund failures and costly missteps.
It is a deeply personal, continually evolving approach that meets the needs of our clients who are mostly seeking a consistent, competitive return on their money.
We know that behind every investment is a life, a family, a set of aspirations, and a future. And we do not take that responsibility lightly.
“Over the years we have come to trust PMW’s investment philosophy. It is completely tailored to our requirements, as a result of in depth and regular discussion with us. They have 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.”
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.
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 complimentary consultation today and discover how our tailored investment advice can help you achieve your goals, while preserving your peace of mind.
Our relationship-based financial planning and investment management services are designed to support you at every life stage.
We understand that choosing a wealth manager – and deciding who to trust with your finances and future – often comes with important questions.
If you have a specific concern or would like to discuss your situation in more detail, we would be happy to help. Please get in touch or book a complimentary consultation.
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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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