Financial, Investment & Wealth Services - Partridge Muir & Warren

Services

Covering Esher, Cobham, Weybridge and all areas of Surrey, Partridge Muir & Warren is a Chartered Financial Planning company, offering comprehensive financial advice. We combine highly personalised, well-strategised financial advice with excellent customer care and attention.

Our Services include:

Wealth Management

This comprehensive service includes an in-depth assessment of your financial situation and objectives and an ongoing review of your finances and investments, to ensure your portfolio continues to perform as expected.

Investment Management

A less comprehensive approach for clients wishing to invest between £50,000 and £100,000. We create an investment portfolio based on your financial goals and objectives and regularly review its progress to ensure best performance.

Financial Planning

This meticulous process identifies your needs and priorities to develop a bespoke long-term financial plan. This can either be a one-off plan or as part of our ongoing Wealth Management or Investment Management Services.

Probate and Estate Management

At Partridge Muir & Warren, we understand that you want to protect yourself and do everything you can to ensure your loved ones are well looked after, whatever the future may hold. That is why we formed our sister company, PMW Trust. This company is dedicated to Probate and Estate Administration, Will writing & Estate Planning.

Click on one of the services below to find out more:

wealth man e1485190423179
Wealth Management
Investment Management 1
Investment Management
financial planning
Financial Planning
Trust Estate
Probate & Estate Management

FAQs

No FAQs Found

Contact us to arrange your complimentary consultation

Wordpress Social Share Plugin powered by Ultimatelysocial
Skip to toolbar
CONTACT US