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News
Welcome to PMW Insights. Here you will find a broad range of articles that will hopefully be of interest to you. They include our regular CEO Insights, written by Simon Lewis and covering topical issues relating to the economy and investment. You can filter articles by using the subject headings shown. If you have any questions relating to our articles please do not hesitate to contact us.
Confidence Gets a Shot in the Arm
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 ...
A Surrey Coffee Community
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 ...
Are You Financially Fit?
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 ...
Where There’s a Will There’s a Way
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 ...
Humming Along
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 ...
Virtual Escape Rooms
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 ...
Virtual Theatre: Cirque du Soleil
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 ...
Virtual Theatre: Digital Theatre Productions
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, ...
Virtual Theatre: A Midsummer Night’s Dream
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 ...
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Confidence Gets a Shot in the Arm
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 ...
Where There’s a Will There’s a Way
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 ...
Poor Relation
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 ...
Have Faith in Victory
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 ...
Keep Calm and Carry On – Part III
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 ...
Keep Calm and Carry On – Part II
Simon Lewis, CEO of Partridge Muir & Warren, provides the latest instalment of his ongoing commentary regarding the global economy and financial markets. As much of the world descends into what will hopefully prove to be a temporary abyss as a result of the coronavirus (COVID-19), we are experiencing a ...
Keep Calm and Carry On
Simon Lewis, CEO of Partridge Muir & Warren, provides an update on recent events driving financial markets. A lot has happened since my last market update less than two weeks ago; Covid-19 has tightened its grip on the world and the economic consequences for the global economy have escalated. Financial ...
Coronavirus Infects Financial Markets
Simon Lewis, CEO of Partridge Muir & Warren, aims to bring you up to speed with what has happened so far, why it has happened and also to explain our view of what is likely to happen next. It has been an eventful week for global financial markets. On Monday, ...
Financial Market Commentary January 2020
Simon Lewis, CEO of Partridge Muir & Warren, reflects on what happened to global financial markets in 2019 and sets out our expectations of 2020. 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 ...
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A Surrey Coffee Community
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 ...
Are You Financially Fit?
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 ...
Where There’s a Will There’s a Way
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 ...
Humming Along
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 ...
Virtual Escape Rooms
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 ...
Virtual Theatre: Cirque du Soleil
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 ...
Virtual Theatre: Digital Theatre Productions
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, ...
Virtual Theatre: A Midsummer Night’s Dream
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 ...
Would You Like Cream With That?
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 ...
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Where There’s a Will There’s a Way
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 ...
The Inheritance Tax Bite
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 ...
An Unjust Bounty
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 ...
Death and Duty
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 ...
Family Planning
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 ...
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The Budget 2020
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) ...
Things to Consider Ahead of the Next Tax Year
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 ...
The Budget 2018
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 ...
The Budget Autumn 2017
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 ...
The Budget March 2017
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 ...
The Budget March 2017
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 ...
Autumn Statement November 2016
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 ...
The Budget March 2016
George Osborne introduced the 2016 Budget to parliament on Wednesday 16 March. He announced ‘an economy set to grow faster than any other major advanced economy in the world’ and that Britain is ‘on course for a Budget surplus’. In contrast, he referred to global markets as ‘turbulent’, productivity growth ...
Fill Your Pension Pot not Your Petrol Tank…
A budget and a new tax year approach. Simon Lewis, CEO at Partridge Muir & Warren, considers the planning priorities that might help you hang on to a little more of your money. A budget is approaching and will be presided over by a Chancellor with a deeper financial hole ...
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A Surrey Coffee Community
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 ...
Humming Along
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 ...
Virtual Escape Rooms
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 ...
Virtual Theatre: Cirque du Soleil
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 ...
Virtual Theatre: Digital Theatre Productions
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, ...
Virtual Theatre: A Midsummer Night’s Dream
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 ...
Would You Like Cream With That?
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 ...
Virtual Globetrotting: The Statue of Liberty
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 ...
Virtual Globetrotting: Anne Frank Secret Annexe
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. ...
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Are You Financially Fit?
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 ...
PMW Celebrates 50 Years
<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 ...
Woodford’s Fall from Grace
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 ...
An Award Winning Team
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, ...
PMW Crowned Family Office of the Year 2018
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 ...
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