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Financial Advice in Esher, Surrey | Partridge Muir & Warren
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  • About
    • About
    • What Our Clients Say
    • Meet The Team
    • Join The Team
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    • Financial Advice
    • Wealth Management (WMS)
    • Investment Management (IMS)
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    • Probate and Estate Planning (PMW Trust)
    • Tax Services (PMW Trust)
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Financial Advice in Esher, Surrey | Partridge Muir & Warren
  • About
    • About
    • What Our Clients Say
    • Meet The Team
    • Join The Team
    • FAQs
  • Services
    • Financial Advice
    • Wealth Management (WMS)
    • Investment Management (IMS)
    • One-Off Assignment (OOA)
    • Probate and Estate Planning (PMW Trust)
    • Tax Services (PMW Trust)
  • News & Insights
  • Our Awards
  • Community
  • Contact
  • Complimentary Consultation

Meet The Team

Just as we believe it is important for us to know who you are and what you are looking to achieve, we also believe it is important for you to know who we are and how we aim to achieve this. Here you will learn about the people, culture and capabilities that make our company unique.
All The Board Client Facing Operations

Simon Lewis

Chief Executive Officer

I was appointed Managing Director of PMW in October 1996, at the tender age of 29. Running a business can be challenging and I feel I have learnt a lot since the days...
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Simon Lewis

Chief Executive Officer

I was appointed Managing Director of PMW in October 1996, at the tender age of 29. Running a business can be challenging and I feel I have learnt a lot since the days when my enthusiasm exceeded my experience. There is no doubt in my mind that the key to success is having a great team of people delivering an honest and sound proposition; I believe this helps to explain why most of our current clients have been with us for over 20 years. Taking the long term view is important in lots of respects and I am proud that despite the significant turbulence in financial markets that has been experienced along the way, I have steered the company to profit over the last 20 consecutive years. As well as running the business I still act as Chartered Financial Planner for many of PMW's Wealth Management clients. When I am not working, I enjoy spending time with my family and when time permits, indulge my passion for rugby and sailing.

Kellianne Banham

Chief Financial Officer

I am a Chartered Accountant and joined PMW in 2012. I oversee the company’s financial management and day to day operations including HR & IT.
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Kellianne Banham

Chief Financial Officer

I am a Chartered Accountant and joined PMW in 2012. I oversee the company’s financial management and day to day operations including HR & IT. I also oversee workflow management to ensure that PMW is able to maintain high quality standards and meet its contractual commitments to clients in the most efficient way. This involves developing robust processes and encouraging commitment to effective internal communication at all levels.

Ashley Powles

Chartered Financial Planner

I have over 15 years’ experience within financial services as both a fully qualified Chartered Financial Planner and senior level technical manager. Currently working towards Fellowship of the Personal Finance Society.
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Ashley Powles

Chartered Financial Planner

I have over 15 years’ experience within financial services as both a fully qualified Chartered Financial Planner and senior-level technical manager. I also hold a degree in Accountancy and Management from the University of Reading. I am currently working towards Fellowship of the Personal Finance Society and my areas of expertise cover long-term care, pensions, investment, tax and trust planning. I enjoy establishing and developing new relationships and pride myself on providing holistic financial advice.

Outside of work, I enjoy running, cycling and triathlons, having completed my first (and last) Ironman in September 2017. I am also a keen photographer, with an interest in travelling and cooking.

Timothy Davies

Financial Planner

I have 15 years’ experience as a fully qualified Financial Planner. I have worked in two jurisdictions being Canada and the UK with my experience equally split between the two.
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Timothy Davies

Financial Planner

I have 15 years’ experience as a fully qualified Financial Planner. I have worked in two jurisdictions being Canada and the UK with my experience equally split between the two. As a result, I have good knowledge of domicile and non-domicile investment needs. I also hold a master’s in business administration (MBA) and for many years led the permitting of large industrial projects in western Canada. My areas of expertise include pensions, investment, tax and trust planning, domicile and non-domicile planning needs and cash flow modelling. I pride myself on providing lifestyle financial planning that focusses on providing clients with a personalised roadmap to help them achieve their future goals.

Outside of work, I enjoy time with my family and when time permits, you’ll find me out cycling.

Rachel Purcell

Financial Planner

My career in financial planning began in 1998 at a firm that specialised in pension advice and whilst there I achieved my Diploma in Financial planning.
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Rachel Purcell

Financial Planner

My career in financial planning began in 1998 at a firm that specialised in pension advice and whilst there I achieved my Diploma in Financial planning. I joined PMW as a Financial Planner in June 2009 and my current role is to support the Chartered Financial Planners and Chartered Wealth Managers as an Account Manager for clients of our Wealth Management Service. I am also individually authorised to provide financial advice. I enjoy helping to develop holistic financial planning solutions for clients and I have retained my interest in the technical aspects of pensions. Away from the office, I enjoy spending as much time as possible with my two young children, as well as travelling and reading.

Claire Bowes

Account Manager

I joined PMW in February 2008 having previously worked in Canary Wharf for a US investment bank. As an Account Manager my role is to ensure the smooth delivery of PMW’s Wealth Management Service to the clients.
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Claire Bowes

Account Manager

I joined PMW in February 2008 having previously worked in Canary Wharf for a US investment bank. As an Account Manager my role is to ensure the smooth delivery of PMW’s Wealth Management Service to the clients allocated to me and this involves dealing with the day to day client contact, attending client review meetings, rebalancing client portfolios to bring them into line with the PMW House View and working with the allocated adviser to carry out research and draft reports to communicate our advice. I enjoy the extensive client contact that my role entails and I take pride in being as efficient as possible. When I am not at work, I enjoy spending as much time as possible with my family.

Jessica Salliss

Account Manager

I have been working in financial services for the past 8 years and have recently returned home after living in Australia for 10 years. I am in the process of transferring my financial planning diploma, achieved in Australia, across to the UK.
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Jessica Salliss

Account Manager

I joined PMW in 2019 after returning home from 10 years of living in Australia, where I completed my Diploma in Financial Planning. With more than 9 years’ experience working within financial services, my role as Account Manager involves working with the Chartered Financial Planners to ensure that clients receive a seamless service, whilst working towards their objectives. I enjoy getting to know clients and the level of contact involved in my role.

Outside of work I enjoy exercising, reading and traveling.

Ellen Bull

Account Manager

My career in financial services began over 15 years ago. I joined PMW in January 2016. More recently, I have been training with PMW to become an Account Manager for the Wealth Management Service.
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Ellen Bull

Account Manager

My career in financial services began over 15 years ago when I started work with a London based Japanese hedge fund as a graduate trainee. This was followed by an account manager role at an investment bank where I gained accounting, operational and client reporting experience. After a short career break, to look after my two young sons, I joined PMW in January 2016 to assist the Finance Manager in the production of accurate and timely financial information. More recently, I have been training with PMW to become an Account Manager for the Wealth Management Service and I am enjoying the opportunity to build strong relationships with the clients that are allocated to me.

Elizabeth Jokinen

Account Manager

My career in financial services started in 2020. I enjoy working closely with the Chartered Financial Planners to help clients work towards their objectives. I am currently studying towards my Diploma in Financial Planning. Outside of the office, I enjoy going to the gym and playing classical piano.
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Elizabeth Jokinen

Account Manager

My career in financial services started in 2020. I enjoy working closely with the Chartered Financial Planners to help clients work towards their objectives. I am currently studying towards my Diploma in Financial Planning. Outside of the office, I enjoy going to the gym and playing classical piano.

Antonia Moreve

Account Manager

I joined PMW in March 2024 as an Account Manager, coming from a smaller wealth management company in London where I had worked for seven years. Prior to that I worked in pensions administration for over ten years. I recently completed the CII Certificate in Paraplanning and hope to continue working towards the Diploma in Financial Planning.
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Antonia Moreve

Account Manager

I joined PMW in March 2024 as an Account Manager, coming from a smaller wealth management company in London where I had worked for seven years. Prior to that I worked in pensions administration for over ten years. I recently completed the CII Certificate in Paraplanning and hope to continue working towards the Diploma in Financial Planning.

I was drawn to PMW for its organised and client centric ethos and am enjoying the variety of projects and solutions we provide for our clients in such a supportive and professional environment.

When not at work I enjoy travelling, keeping active and spending time with my family.

Rachel Plumb

Solicitor

I advise clients on succession planning and drafting bespoke Wills to achieve their individual objectives. I also advise on and arrange powers of attorney and deal with probate matters and estate administration.
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Rachel Plumb

Solicitor

I qualified as a solicitor in 2015 and have specialised in advising individuals and families on a broad range of private client matters. Since joining the PMW Trust team I have been busy advising clients on succession planning and drafting bespoke Wills to achieve their individual objectives. I also advise on and arrange powers of attorney and deal with probate matters and estate administration.

I am a member of the Society of Trusts and Estate Practitioners (STEP) and completed the STEP Diploma in Trusts and Estates in 2017.

My interests outside work include art, music, reading and spending time outdoors.

Jane Palombo

Legal Assistant

I have spent the last 20 years working in law firms, helping solicitors to deliver a wide range of services to their clients. For the last 10 years I have specialised in Wills and Probate.
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Jane Palombo

Legal Assistant

I have spent more than 20 years working in law firms, helping solicitors to deliver a wide range of services to their clients. For the last 10 years I have specialised in Wills and Probate and I was therefore excited to be given the opportunity to join the team at PMW to further that work. In my role at PMW, I assist our solicitor with private client work including trust and estate administration, wills and lasting powers of attorney. Outside of work, I enjoy spending time with my two young girls.

Alison Nagle

Chartered Tax Adviser

I am a Chartered Tax Adviser with over 20 years of experience within the accountancy and wealth management sectors. I joined PMW in 2018 to support and advise on tax matters.
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Alison Nagle

Chartered Tax Adviser

I am a Chartered Tax Adviser with over 20 years of experience within the accountancy and wealth management sectors. After taking a career break to look after my young son and living overseas for 4 years, I returned to the UK and joined PMW in 2018. My role at PMW is to support and advise on tax matters, both internally and externally. Outside of work I like to run, travel and spend time with my family.

Katy Lee

Finance Manager

I am a big-4 trained ICAEW Chartered Accountant with more than 20 years of experience. I specialise in areas of financial control and analysis, business partnering and management accounting, with experience in both private and public sector organisations.
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Katy Lee

Finance Manager

I am a big-4 trained ICAEW Chartered Accountant with more than 20 years of experience. I specialise in areas of financial control and analysis, business partnering and management accounting, with experience in both private and public sector organisations. My role at PMW is to assist Kellianne in the financial management of the company, providing accurate and timely financial management information to facilitate business performance. When I am not working, I enjoy spending time with my family and playing netball.

Diane Larner

Portfolio Administrator

I joined PMW as Portfolio Administrator in November 2011. I have worked in financial services for over 30 years and in my current role arrange investment transactions for clients, including new investments and switches.
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Diane Larner

Portfolio Administrator

I joined PMW as Portfolio Administrator in November 2011. I have worked in financial services for over 30 years and in my current role arrange investment transactions for clients, including new investments and switches. In all this extends to around 29,000 transactions every year, each of which must be carried out within strict internal timescales and thoroughly documented. I also liaise with the fund platform providers to ensure we are kept up to date with new developments in their systems and practices. I chair the regular Account Managers’ Meetings, a forum that enables the team to share information and discuss how our working practices should evolve and improve. Outside of work, I enjoy spending time with family and friends, often outdoors with the children and our beloved dog, whatever the weather.

Chris Gerrelli

Investment Administrator

I have been working in financial services for almost 20 years, during which time I have acquired considerable administrative experience. I joined PMW as Investment Administrator in October 2012.
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Chris Gerrelli

Investment Administrator

I have been working in financial services for more than 20 years, during which time I have acquired considerable administrative experience. I joined PMW as Investment Administrator in October 2012 and my role is to provide support to the Account Managers and Chartered Financial Planners, allowing them to focus on providing advice to clients. This support includes preparing client review packs, processing investment transactions and ensuring completion of administrative tasks essential to the smooth running of client accounts. I am also responsible for maintaining the spreadsheet based tools that we use internally to rebalance client portfolios and any ad-hoc tasks associated with general administration. I am currently studying for the Diploma in Financial Planning with the aim of increasing my knowledge of the key principles associated with financial advice. Outside of work I enjoy watching sports and movies, as well as listening to music and reading.

Alison Alabaster

Receptionist

I joined PMW as a receptionist in October 2017, having worked in the Customer Service industry for the past 28 years, including companies such as John Lewis.
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Alison Alabaster

Receptionist

I joined PMW as a receptionist in October 2017, having worked in the Customer Service industry for 28 years at companies such as John Lewis. My role at PMW is to provide a welcoming first point of contact for our clients, arrange a variety of key meetings and provide clients with relevant documentation for their visits. I work closely with the Operations team to ensure the smooth running of the office procedures, policies and general office management. Outside of work, I enjoy walking, reading, tap dancing and spending time with my family and friends.

Clive Summers

Compliance Consultant

I have worked with PMW periodically for over 20 years, with my role evolving to meet the changing needs of the Company. I am a regulatory compliance specialist and provide compliance consultancy support at a senior level.
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Clive Summers

Compliance Consultant

I have worked with PMW periodically for over 20 years, with my role evolving to meet the changing needs of the Company. I am a regulatory compliance specialist and throughout my career I have provided compliance consultancy support at a senior level to a range of regulated firms. These include banks and wealth managers, such as PMW. During my time at PMW I also served on the Board as Compliance Director for approximately 5 years, helping the Company establish robust procedures for compliance monitoring and regulatory reporting.

My current role is to provide compliance advice to the Board as an external consultant, delivering dedicated compliance and conduct risk experience to PMW.

Outside of work I can be found with family and friends as well as cycling (road and mountain), walking and travelling.

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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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    Services we offer

    Financial Advice
    Investment Management
    Portfolio Management
    Wealth Management
    Financial Planning
    Financial Planning for Individuals
    Financial Planning for Families
    Retirement Planning
    Managing Inheritance
    Probate and Estate
    Inheritance Tax planning
    Setting up Trusts
    Lasting Powers of Attorney

    Areas we cover

    Surrey
    Chessington
    Claygate
    Cobham
    Ditton
    Esher
    Hampton
    Hersham
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    Oxshott
    Richmond
    Shepperton
    Walton-on-Thames
    Weybridge
    Wisley
    Berkshire
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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
    PMW Legal Limited. Trading as PMW Trust. Registered in England. Company number 10199785. Licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
    Registered office: Aissela, 46 High Street, Esher, Surrey, KT10 9QY. Telephone calls may be recorded.
    Copyright © 2024 Partridge Muir & Warren Ltd. All Rights Reserved.
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