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Financial Advice in Esher, Surrey | Partridge Muir & Warren
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Financial Advice in Esher, Surrey | Partridge Muir & Warren
  • About
    • About
    • What Our Clients Say
    • Meet The Team
  • Services
    • Financial Advice
    • Probate and Estate Planning
    • Tax Service
  • News & Insights
  • Our Awards
  • Community
    • Elmbridge Philanthropy
    • In the Community
  • Contact
    • Contact Us
    • FAQs
  • Virtual Consultation

Helping you plan for the
future with confidence

One-Off Assignment

As Chartered Financial Planners in Surrey, the cornerstone of our business is financial planning, which we offer as a One-Off Assignment or as a gateway to one of our ongoing review services, such as Wealth Management or Investment Management.

Evaluating Your Financial Situation
We believe that in order to provide you with a comprehensive and effective financial plan, we must first understand you as a person and your unique aspirations by undertaking a comprehensive financial review. By knowing everything we can about your family and your personal circumstances we are able to develop a highly tailored financial plan to meet your goals and objectives. No two financial plans are the same and we invest the time to make sure that our recommendations suit all of your needs. Most importantly, any advice that we give is 100% independent so you can be sure we have your best interests at heart.

As part of a full financial review we will usually consider the following areas:

  • Protecting you and your dependants
  • Tax mitigation
  • Pension planning
  • Investment planning
  • Estate planning

When you place your trust in our team, you can be sure that you are receiving personalised and independent advice from a financial planning firm with over 50 years of experience.

Find out more

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    The Financial Planning process
    • Appraisal and Scope
    • Research and Report
    • Confirm and Implement
    • Review

    During the initial appraisal we will gain an understanding of your circumstances, priorities, preferences and objectives. This usually involves a face-to-face meeting or pre-booked telephone conference. This stage of the process is carried out without charge or obligation. Following the meeting we will reach agreement regarding the scope of work to be undertaken and how it is to be paid for before we progress.

    If you decide to proceed with advice, we offer a flat fee financial plan for just £1,250 +VAT.

    Request a Call Back
    Complimentary Consultation

    Following the initial appraisal we will research and analyse the information provided and come up with our best recommendations, highlighting your options. We will then issue you with these recommendations in writing, usually in the form of a bound report.

    Request a Call Back
    Complimentary Consultation

    Once you have had time to digest the report we will check that you fully understand our recommendations. Once you are happy with our proposal we will ask you to confirm acceptance of our terms and conditions before we administer the implementation of your new strategy.

    Request a Call Back
    Complimentary Consultation

    Finally, once the financial plan has been implemented we will discuss with you whether any periodic review is required and if so, discuss our service options.

    Request a Call Back
    Complimentary Consultation
    Partridge Muir and Warren’s approach has always been a friendly, helpful and informative one. l am very happy to be part of the PMW family.

    Mr and Mrs Morriss

    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.

    Mr Andrew Mayer

    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.

    Mr Keane

    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.

    Dr and Mrs Hood

    You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.

    Mrs Watts

    Many thanks for your continued patience and understanding, which is much appreciated.

    Mrs Crump

    We can’t thank you enough for this. I know your presence ​alone has been of great comfort to my mother; your expertise is clearly huge and so useful to us at this difficult time.

    Anonymous

    Your help and guidance was most invaluable and very much appreciated in this respect, as it was all way beyond my understanding of these matters. You have been extremely patient and understanding throughout the whole procedure. I cannot thank you enough for all that you have done for me – you were wonderful.

    Ms Faulkner

    Thank you for an incredibly informative and interesting morning. It certainly opened my eyes to the complicated world of IHT planning, trusts and pensions. I hope to use PMW in future.

    Mrs Ford

    Very informative seminar. I expect to use PMW for specific advice in the future. When particularly important decisions are to be taken I will be sure to contact PMW.

    Mr Wilkins

    Wealth
    Management

    Investment
    Management

    One-Off
    Assignment

    Probate & Estate
    Management

    Contact us to arrange your complimentary consultation

    Complimentary Consultation

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    Partridge Muir & Warren Ltd

    Aissela, 46 High Street,
    Esher, Surrey, KT10 9QY
    mail@pmw.co.uk
    01372 471550

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    Areas we cover

    Claygate
    Cobham
    Esher
    Horsham
    Kingston
    Richmond
    Weybridge

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    Partridge Muir & Warren Ltd is authorised and regulated by the Financial Conduct Authority.
    Registered in England and Wales, company registration number 952508. Registered office, Aissela, 46 High Street, Esher, Surrey, KT10 9QY.
    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
    To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
    Copyright © 2020 Partridge Muir & Warren Ltd. All Rights Reserved.
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