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Financial Advice in Esher, Surrey | Partridge Muir & Warren
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Financial Advice in Esher, Surrey | Partridge Muir & Warren
  • About
    • About
    • What Our Clients Say
    • Meet The Team
    • Join The Team
    • FAQs
  • Services
    • Financial Advice
    • Wealth Management (WMS)
    • Investment Management (IMS)
    • One-Off Assignment (OOA)
    • Probate and Estate Planning (PMW Trust)
    • Tax Services (PMW Trust)
  • News & Insights
  • Our Awards
  • Community
  • Contact
  • Complimentary Consultation

Personalised Investment Management in Surrey

Complimentary Consultation

Investment Management

Partridge Muir & Warren offer Investment Management services to clients based in Surrey and surrounding areas. Our Investment Management Service is designed with you in mind and focuses on providing day-to-day professional management of your investments, in line with your pre-defined goals and objectives. This service is aimed at people with £100,000 to £200,000 wishing to invest in a diversified portfolio, based on their specific risk profile. We will work with you to ensure that you are comfortable with the performance of your portfolio and that your investments continue to perform as expected.

Strategic Investment Choices

With offices based in Esher, Surrey, we are well placed to offer a personalised service to clients with regular face-to-face meetings to review and rebalance (where necessary) investment portfolios. Our Investment Management Service has no minimum or maximum investment, but is targeted at people with £100,000 to £200,000 available for investment.

Our Investment Management portfolios are regularly reviewed to ensure we continue to make the most of the opportunities available to you. We will always inform you if we believe that a particular fund is no longer performing and we will never charge you a fee to swap funds or make relevant changes to your portfolio. We believe this should all be part of the service we provide and that is why our clients continue to value and trust in our advice.

Most importantly, our advice is 100% independent and our fund choices are based on the knowledge and experience of our highly professional team of Advisers and Account Managers.

When you place your trust in our team you can be sure that you are receiving dedicated, personal and independent advice from a company with 50 years of experience.
How our Investment Management Service works
  • About the Service
  • Scope of the Service
  • Periodic Review
  • Our Investment Philosophy

Our Investment Management Service provides a cost-effective advisory solution for clients with between £100,000 and £200,000 to invest. The Service is provided to both individuals and trustees requiring either advice about a new investment or an appraisal of existing investments. Upon initial consultation we will provide detailed recommendations for either a new portfolio or changes to an existing portfolio that we feel will best achieve your financial goals.

Complimentary Consultation
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Advice is limited to investment matters and does not constitute a full financial review. Advice on other financial planning areas such as pensions and inheritance tax planning is available on request and subject to a separate charge. To ensure that portfolios achieve an acceptable level of investment diversification we will recommend use of collective investments, such as unit trusts, OEICs, investment bonds and pension funds. Where appropriate we will recommend the use of available ISA allowances.

Complimentary Consultation
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It is important that investments are periodically reviewed. It is also important to reassess the circumstances and objectives of investors and this is why we provide an ongoing service. Both the review and assessment will be conducted annually by telephone and/or correspondence, at which time you will also be provided with a valuation of your investments. We will provide a recommendation for changes to your portfolio to reflect the current market outlook together with your objectives, circumstances and attitude to risk. Tax efficiency will be considered as part of this review. We will also be happy to deal with any queries you may have between reviews.

Complimentary Consultation
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Our default position is one of conservatism. We believe there is no point in taking risk that is not required to achieve a financial goal. We consider all opportunities, analysing risks and potential returns using our extensive experience and we ensure you are kept informed every step of the way.

Complimentary Consultation
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  • One of PMW’s underlying strengths is that every client is treated as an individual and the company ensures that it offers a specialised service tailored to the client’s needs and not one based on a ‘one size fits all’ approach. I have used PMW for over 35 years and therefore observed, at close hand, the increasing sophistication of their analytical investment approach which has resulted in wise and appropriate choices of suitable investment products, and I have been very pleased with the returns obtained.  Indeed, I have recommended them to friends which, of course, is the ultimate test of a client’s satisfaction.

    Mr Mayer

  • Partridge Muir and Warren’s approach has always been a friendly, helpful and informative one. l am very happy to be part of the PMW family.

    Mr and Mrs Morriss

  • I have been with PMW for seven years and they have always been very professional, easy to work with and courteous. Most importantly, they cover every aspect of our financial necessities and have achieved our investment goals and objectives. They are exactly what retired investors need. Very professional but in a most pleasant way. Our meetings are always very enjoyable and I look forward to them.

    Mr Keane

  • I first met Simon Lewis at a pre-retirement seminar run by my employer in mid ‘90s. It was my first experience of wealth management and at that time had little surplus wealth to invest, but I signed up. I retired after a career which included long periods on contract working outside UK, and so I have neither a full state pension, nor a maximum employer’s pension. Management of our savings is thus of great importance, as regular withdrawals provide a top up to our income. Over the years we have learnt more about PMW and Simon, who is now CEO, and have come to trust their investment philosophy. It is completely tailored to our requirements, as a result of in depth and regular discussion with us. PMW have what I regard as 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. They also ensure that the fund continues to perform. Not only are we able to withdraw a regular income from our savings and achieve an agreed, and satisfactory, capital appreciation, but we have also called on our funds from time to time to buy a larger item such as a new car, and the funds have been released and available quickly. We have no hesitation in recommending PMW to you. Our funds are managed prudently and professionally and we have confidence that they will manage your funds in the same way.

    Dr and Mrs Hood

  • You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.

    Mrs Watts

  • Many thanks for your continued patience and understanding, which is much appreciated.

    Mrs Crump

  • We can’t thank you enough for this. I know your presence ​alone has been of great comfort to my mother; your expertise is clearly huge and so useful to us at this difficult time.

    Anonymous

  • Your help and guidance was most invaluable and very much appreciated in this respect, as it was all way beyond my understanding of these matters. You have been extremely patient and understanding throughout the whole procedure. I cannot thank you enough for all that you have done for me – you were wonderful.

    Ms Faulkner

  • “We can rely on PMW’s guidance and knowledge with the various markets. Whilst I take a bird’s-eye view of what is going on in markets, it is reassuring that we know that PMW can deliver an in-depth view – that over time has proved to be successful”

    Mr and Mrs Boyd

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    Partridge Muir & Warren Ltd

    Aissela, 46 High Street,
    Esher, Surrey, KT10 9QY
    mail@pmw.co.uk
    01372 471550

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    Services we offer

    Financial Advice
    Investment Management
    Portfolio Management
    Wealth Management
    Financial Planning
    Financial Planning for Individuals
    Financial Planning for Families
    Retirement Planning
    Managing Inheritance
    Probate and Estate
    Inheritance Tax planning
    Setting up Trusts
    Lasting Powers of Attorney

    Areas we cover

    Surrey
    Chessington
    Claygate
    Cobham
    Ditton
    Esher
    Hampton
    Hersham
    Horsham
    Kingston
    Oxshott
    Richmond
    Shepperton
    Walton-on-Thames
    Weybridge
    Wisley
    Berkshire
    Buckinghamshire
    Hampshire
    Kent
    Oxfordshire
    Sussex

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    Partridge Muir & Warren Ltd is authorised and regulated by the Financial Conduct Authority.
    Registered in England and Wales, company registration number 952508. Registered office, Aissela, 46 High Street, Esher, Surrey, KT10 9QY.
    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
    To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
    PMW Legal Limited. Trading as PMW Trust. Registered in England. Company number 10199785. Licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
    Registered office: Aissela, 46 High Street, Esher, Surrey, KT10 9QY. Telephone calls may be recorded.
    Copyright © 2023 Partridge Muir & Warren Ltd. All Rights Reserved.
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