PMW Rated one of top 12 Wealth Managers

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 companies in the UK

Advisory HQ is a US domiciled business analyst that specialises in appraising wealth management companies. In October 2015 they released an article which highlighted the 12 Top UK Wealth Management Firms & Best Independent Financial Advisers (IFAs) UK. PMW were delighted to be viewed as one of the top Wealth Management companies in the UK and their assessment of PMW included many flattering statements:

“Overall, the company favours a conservative approach to handling client assets, preferring to avoid unnecessary risks when making investment decisions.”

“Although the UK investment and wealth management industry has seen its share of failed businesses and mergers and acquisitions, Partridge Muir & Warren has been there for its clients, continually delivering value through multiple investment cycles.”

PMW given top financial rating by Plimsoll

Plimsoll is an independent financial and business analyst that assesses the financial health of the UK’s largest independent financial advisors. In 2015 PMW was rated as Strong, which is the highest rating possible and given only to the top 15% of the sector. PMW was also assessed as a Best Trading Partner, again the highest accolade, indicating that we are a trustworthy commercial partner.

As we begin a new year we look back on our achievements during 2015 with a view of continuing to deliver on our promise of ‘Wealth Management. Executed Beautifully.’