News & Insights

Simon Lewis, CEO for Partridge Muir & Warren, provides his latest thoughts on what is happening in global financial markets.

Simon Lewis, CEO of Partridge Muir & Warren, reflects on what happened to global financial markets in 2021 and sets out our expectations of 2022. He is happy to report on the favourable outcomes achieved by PMW clients and concludes that they can look forward to the year ahead with confidence. Watch the video below to find out more. 

Simon Lewis, CEO for Partridge Muir & Warren, provides his latest thoughts on what is happening in global financial markets.

Head of Marketing, Ceris Hymas, explains why our clients were so happy with investment performance at the end of 2020 and explains why portfolio diversification is key to protecting wealth.  2020 was a tough year for most and it was certainly challenging for investors, who struggled to keep up with volatile and unpredictable financial markets. But despite this volatility and...

It has been a remarkable day, as surprisingly positive news from a vaccine trial brings confidence that an end to the global pandemic is now in sight. Simon Lewis, CEO of PMW, considers the impact this new confidence has had on global financial markets at a time when the dust is still settling on both the US presidential election and the...

This article shines a light on the importance of having a will and keeping it up to date in a ‘socially-distanced’ world. We have experienced a significant increase in requests for wills to be reviewed and redrafted as now more than ever, people seek the peace of mind in knowing that their will is up to date. As you may...

Simon Lewis, CEO of Partridge Muir & Warren, explains why the UK stock market is an international laggard.  Investors who have followed a UK-centric approach to investment have been served poorly so far this year. Financial markets are global in nature and the performance of the UK stock market has much to do with how overseas investors perceive the UK. One...

Simon Lewis, CEO of Partridge Muir & Warren, reflects on the immediate and future implications of our current war.  As we celebrate the 75th anniversary of VE Day, the final stages of our last great war, it is an opportune time to reflect on the progress of our current great war, the fight against Covid-19. It is also time to...

Simon Lewis, CEO of Partridge Muir & Warren, provides the latest instalment of his ongoing commentary regarding the global pandemic, the economy and financial markets. I want to start with an apology that this article is a little longer than I first intended. However, there is a lot of ground that I wanted to cover to keep you up to date...

At Partridge Muir & Warren we have always believed that the key to success is understanding and listening to our clients. So when the news came in March 2020 that the UK was going into full lockdown due to the Coronavirus pandemic, we realised that our focus on our clients’ wellbeing was more important than ever. As a primarily customer-facing...

Ceris Hymas, Head of Marketing at PMW, interviews Ben, one of the owners of the Surrey Coffee Company in Walton-on-Thames, to find out how he saved his new business from the unexpected lockdown.  On the edge of Walton high street, the Surrey Coffee Company is in a prime location for those wishing to enjoy a fresh cup of coffee or...

Ceris Hymas, Head of Marketing at PMW, considers the importance of health and wealth and how you can ensure your finances are in the best shape possible.  There is nothing like a global pandemic to make us take stock of the things that are important to us and, for many of us, the most important thing in our lives is...

This article shines a light on the importance of having a will and keeping it up to date in a ‘socially-distanced’ world. We have experienced a significant increase in requests for wills to be reviewed and redrafted as now more than ever, people seek the peace of mind in knowing that their will is up to date. As you may...

Ceris Hymas, Head of Marketing at PMW, interviews Ramón, the owner of Hummings Bar in Esher, to find out how he saved his newly acquired business from an unexpected lockdown.  I don’t think any of us could have predicted or imagined being sat in a café surrounded by signs telling us to keep our distance and staff wearing surgical face...

Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she looks at the fad of virtual escape rooms that has emerged as a result of the lockdown. Virtual Escape rooms are a new fad that have emerged from the lockdown that provide thought-provoking and...

Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she looks at the productions available through Cirque du Soleil YouTube Channel.  If the weird and the wonderful is something that interests you then these 60 minute specials of Cirque du Soleil will be the...

Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she looks at the productions available through Digital Theatre.  This website requires either a monthly subscription (£9.99) or a one off payment (£7.99) per production, but for the quality it is really worth it. I...

Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she reviews her virtual experience of The National Theatres adaptation of Shakespeare’s, A Midsummer Night’s Dream.  I must profess to being somewhat of a Shakespeare fan, so it would be no surprise to those who...

This article shines a light on the importance of having a will and keeping it up to date in a ‘socially-distanced’ world. We have experienced a significant increase in requests for wills to be reviewed and redrafted as now more than ever, people seek the peace of mind in knowing that their will is up to date. As you may...

Simon Lewis, CEO at Partridge Muir & Warren, provides an overview on a tax that to many is becoming one they would prefer to nullify as much as possible. One thing I have noticed over recent years is that a lot more people are becoming concerned about the impact of inheritance tax (IHT) on family wealth. It is not surprising...

Simon Lewis, CEO at Partridge Muir & Warren sheds light on a new ‘stealth tax’ targeted primarily at the wealthy when they die. Government must have realised that with the anticipated post-Brexit reduction in the number of live people (potential tax payers) entering the country, it will need to make sure that it collects more tax from the dead ones...

I understand that this edition of Essence includes an interview with Robert De Niro and I therefore thought it appropriate to choose a title for this article that would be fitting of a film he might star in. Reminded of the Godfather movies I realise that one of the advantages of organised crime is that unofficially held assets are unlikely...

On the face of it things look pretty grim for the financial wellbeing of our children and grandchildren. By the time they retire the state pension will probably provide limited security and final salary pension schemes will be just a fond memory. Also, the huge debts which have been built up by profligate governments, banks and individuals will need to...

As a piece of political theatre, this was an impressive Budget. The Chancellor’s upbeat delivery and ‘something for everyone’ approach made sure that few of us realised how deeply his fingers now dig into our pockets. Who would have thought that the tax burden will soon be the highest in over 70 years? There was a substantial windfall to allocate...

Rishi Sunak delivered a blockbuster Budget yesterday. Following the fiscal largess necessary over the previous 12 months, this is a Chancellor used to talking big numbers and he did not disappoint. Presentationally, this was a smooth and assured delivery and from the perspective of political theatre, will have done no harm to his future leadership prospects.  His political master’s eyes...

If ever we needed a competent and reassuring performance from a UK Chancellor, it was yesterday and to his credit, Rishi Sunak delivered. In practical terms, this was two budgets in one – the first a series of measures to ease the escalating economic squeeze resulting from the coronavirus (Covid-19) and the second, a bold and expansionary plan to improve...

As Mark Twain once said, the only difference between a tax man and a taxidermist is that the taxidermist leaves the skin. So how do we ensure we can save our skins? With the end of the tax year looming fast, it is important to ensure that, if we have not done so already, we take the time to carry...

Delivered on Monday 29 October 2018, between key meetings in the Brexit negotiations and amidst turbulent times in Westminster, you could be forgiven for losing track of the 2018 Budget. Despite the disruption, the Chancellor’s statement brought more focus to the pledged ‘end to austerity’, along with details of an extra £20 billion in funding for the NHS. Whilst many...

Philip Hammond delivered his first Autumn Budget to Parliament on 22 November 2017. In the circumstances, his Budget was both politically adept and correctly balanced to deal with the deteriorating economic position forecast by the Office for Budget Responsibility. He demonstrated the intent of Government to win back support from younger voters with his announcement that first time buyers will...

Philip Hammond delivered his first (and last) Spring Budget to Parliament on 8 March 2017 and demonstrated that he is a Chancellor capable of restraint. In addition to resisting the temptation to spend the windfall provided by the Office for Budget Responsibility’s higher forecast for economic growth, he reduced the often bewildering number of detailed tax rule changes from a...

Philip Hammond delivered his first Autumn Statement as Chancellor on 23 November 2016 and in facing the headwinds affecting the UK economy, has shown a pragmatic approach. Although the UK economy is set to be the fastest growing major economy in 2016, the Office for Budget Responsibility has forecast growth to slow and inflation to rise over the next two...

Simon Lewis, CEO at Partridge Muir & Warren Ltd considers how families might benefit from a soon to be introduced tax-break that could be worth up to £140,000. We are now less than six months away from the introduction of a new and very important tax break that will benefit many families; potentially by as much as £140,000 once it...

Ceris Hymas, Head of Marketing at PMW, interviews Ben, one of the owners of the Surrey Coffee Company in Walton-on-Thames, to find out how he saved his new business from the unexpected lockdown.  On the edge of Walton high street, the Surrey Coffee Company is in a prime location for those wishing to enjoy a fresh cup of coffee or...

Ceris Hymas, Head of Marketing at PMW, interviews Ramón, the owner of Hummings Bar in Esher, to find out how he saved his newly acquired business from an unexpected lockdown.  I don’t think any of us could have predicted or imagined being sat in a café surrounded by signs telling us to keep our distance and staff wearing surgical face...

Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she looks at the fad of virtual escape rooms that has emerged as a result of the lockdown. Virtual Escape rooms are a new fad that have emerged from the lockdown that provide thought-provoking and...

Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she looks at the productions available through Cirque du Soleil YouTube Channel.  If the weird and the wonderful is something that interests you then these 60 minute specials of Cirque du Soleil will be the...

Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she looks at the productions available through Digital Theatre.  This website requires either a monthly subscription (£9.99) or a one off payment (£7.99) per production, but for the quality it is really worth it. I...

Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she reviews her virtual experience of The National Theatres adaptation of Shakespeare’s, A Midsummer Night’s Dream.  I must profess to being somewhat of a Shakespeare fan, so it would be no surprise to those who...

To coincide with National Cream Tea Day today, Head of Marketing, Ceris Hymas, provides a selection of scone recipes to keep you busy in isolation.   Whether you are cream first and jam second or jam first and cream second, or perhaps you just like a savoury scone, there is a recipe out there for everyone. You may not know...

Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she reviews her virtual experience of The Statue of Liberty. If you have an interest in engineering, then this tour is certainly for you. It is simple tour that allows you to see some areas...

Ceris Hymas, Head of Marketing at Partridge Muir & Warren, continues her series of articles aimed at providing inspiration whilst in isolation. In this article she reviews her virtual experience of Anne Frank’s Secret Annexe. This experience is simply brilliant and, in my opinion, the best virtual experience so far. Perhaps it is because I have always had an interest...

At Partridge Muir & Warren we have always believed that the key to success is understanding and listening to our clients. So when the news came in March 2020 that the UK was going into full lockdown due to the Coronavirus pandemic, we realised that our focus on our clients’ wellbeing was more important than ever. As a primarily customer-facing...

Ceris Hymas, Head of Marketing at PMW, considers the importance of health and wealth and how you can ensure your finances are in the best shape possible.  There is nothing like a global pandemic to make us take stock of the things that are important to us and, for many of us, the most important thing in our lives is...

<p>2019 marked half a century of providing financial advice to our clients and it would be remiss of us to let it go by unnoticed. In the 50 years that the company has been in business, the world has changed dramatically.</p> <p>Partridge Muir & Warren was established in 1969, the year that Neil Armstrong became the first man to set...

Simon Lewis, CEO of Partridge Muir & Warren, gives his thoughts on the downfall of the LF Woodford Equity Income Fund. The highly publicised unravelling of Neil Woodford’s reputation as a fund manager has been sad to witness but has not come as a surprise to us. The suspension of his flagship fund, LF Woodford Equity Income, has left tens...

The team at PMW were extremely proud to be awarded Wealth Manager of the Year: Southern Region at the City of London Wealth Management Awards 2019. Ceris Hymas, Head of Marketing, considers what it means to be part of a winning team.  As the PMW team entered the remarkable Guildhall, with its expansive ceilings and ecclesiastical windows, there was an...

The City of London Wealth Management Awards are firmly established as a reliable indicator of excellence achieved in the wealth management sector. This is because it is the clients, rather than industry pundits, who vote to determine the winners. We were delighted to be given the award at a ceremony conducted at the prestigious Guildhall in the heart of the...

As we begin the New Year Simon Lewis, CEO at Partridge Muir & Warren, looks back on accolades received in 2015. It is always nice to receive accolades, particularly when they are unsolicited, and during the course of 2015 Partridge Muir & Warren was recognised by two independent rating companies. PMW rated as one of the top 12 independent Wealth Management...

Inspiration comes from history and Aissela is no exception. Taking on the historical namesake of Esher, which reflects the long standing connection to royalty and celebrity enhances the credentials of this new office building. Aissela is a Grade A building that fits into the streetscape of Esher, occupying a prime position in Esher High Street close to the major road...

Ceris Hymas, Head of Marketing at PMW, interviews Ben, one of the owners of the Surrey Coffee Company in Walton-on-Thames, to find out how he saved his new business from the unexpected lockdown.  On the edge of Walton high street, the Surrey Coffee Company is in a prime location for those wishing to enjoy a fresh cup of coffee or...

Ceris Hymas, Head of Marketing at PMW, interviews Ramón, the owner of Hummings Bar in Esher, to find out how he saved his newly acquired business from an unexpected lockdown.  I don’t think any of us could have predicted or imagined being sat in a café surrounded by signs telling us to keep our distance and staff wearing surgical face...

Simon Lewis, CEO of PMW, catches up with Bruce Casalis following his second success at the Surrey Business Awards, to find out more about how he grew his dog walking business into a doggy day care empire.  At PMW we are always inspired by business stories of success, especially when they come from local businesses. After sponsoring the Surrey Business...

In our final interview as part of our collaboration with Decision magazine, we interviewed the Managing Director of Westpoint Group, Matt Dobbs, to find out more about his approach to business. Westpoint Group is now the largest veterinary group in the UK dealing specifically with production animals. In this interview we learn about his journey from becoming a veterinarian physician...

As part of our collaboration with Decision Magazine, we interviewed Chief Executive of Rubicon Software,  Alistair Hancock, about his approach to business. Alistair started Rubicon Software 30 years ago, as a nineteen-year-old computer science undergraduate. In his interview, he explains the challenges he has faced over the years and concludes that his success has ultimately been based on the concept...

We continue our series of interviews in partnership with Decision Magazine, by interviewing Managing Director of William Lacey Group, Chris Lacey. His housebuilding business is more than 114 years old and has faced many challenges, especially in recent years. We interviewed Chris Lacey to find out what has kept the business going through the good and the bad times and...

In partnership with Decision Magazine, we interviewed local businessman Alan Neilson, Chairman of VersOne Group, to find out more about what he believes has defined his success. VerseOne Group delivers an integrated suite of products to enhance the online customer experience, with the aim of increasing customer engagement. The company has grown and evolved significantly over the years and in...

As we continue our series of interviews with local businesses in partnership with Decision Magazine, we speak to William Freear, Managing Director of Pilgrims Group. The Surrey-based security risk management business was established in 1997 and has since grown to be a leading provider of risk management services, with offices in the UK and US. We find out how William...

We continue our series of interviews with local businesses in partnership with Decision Magazine, by interviewing James Beagrie, Managing Director of Meon Valley Travel. We find out what it takes to build a business with a turnover of £40 million a year and the challenges he faced when overcoming unpredictable hurdles. To visit the full article click here.