Creating a personalised portfolio of investments for you
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 £50,000 to £100,000 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 is aimed at individuals wishing to invest between £50,000 and £100,000 and is a diluted version of our comprehensive Wealth Management service.
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
Our Investment Management Service provides a cost-effective advisory solution for clients with between £50,000 and £100,000 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.
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.
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.
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.
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.
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.
“The people that I know, that I may talk to about financial matters, are very aware of the service that I have received from PMW. I have discussed with them how much I value the advice I receive, the efficient way my portfolio is managed and the comprehensive way the investments are made for me – I appreciate the time taken to explain the investment plans (which I mainly understand!). I think that the financial security that PMW gives me, which my friends/colleagues see, is the best recommendation I can give.”
“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”
“After 40 years of advice we feel that our finances are sound and being very effectively managed. We are regularly updated and meet every six months when we have a very comprehensive meeting reviewing the past and planning for the future. We are confident that future generations will be provided with their astute advice.”
“Confidence in one’s financial adviser is crucial and this can only be acquired over time. However, once one is satisfied that you are receiving the best advice, it is possible to put your trust in your adviser. We are currently in that happy position and continually thank the day that we first approached PMW to help us out of, what was then, a rather tricky position.”
“Excellent and very thorough – especially when detailing the more complicated elements.”
“Due to your careful oversight my income is enough for my needs, and the investment is not decreasing.”
“We have appreciated the warm and personal approach of PMW. No request has been too much trouble.”
“The quality of advice and follow-up service has been excellent in every respect.”