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.
We create fully personalised strategies based on your individual goals, financial circumstances, and long-term aspirations.
Access a dedicated team of chartered advisers, tax experts, and investment specialists all working collaboratively for your success.
We proactively manage and review your plan, ensuring it adapts to changing markets and your evolving needs.
As chartered financial planners, Partridge, Muir & Warren has held a trusted reputation amongst the people of Surrey for more than 50 years, where our core aim has always been to protect the wealth of our clients.
Perhaps you are looking to preserve, grow or draw income from your investment portfolio? Maybe you are seeking new investment recommendations, or would like an expert review of your current investments?
If so, our portfolio management service could be just what you need.
It really can be a very involved task to understand where the most suitable investment opportunities may lie. To know how to choose the right investment strategies that will allow you to fulfil your financial planning objectives.
Similarly, managing investments and keeping them under review to ensure they continue to stay on track to meet your goals can be challenging and time consuming.
At PMW, our investment portfolio management specialists are widely respected for their technical expertise and personalised approach to building and managing bespoke investment portfolios that are focused on helping our clients achieve their goals.
Whatever you are aiming to achieve courtesy of your investments, you can rely on the depth of knowledge of our team to support your aims.
Our clear and structured process makes it easy to take control of your financial future.
It all begins with a no-obligation meeting to explore your goals and understand how our advice can support your financial future.
We create a personalised financial strategy aligned to your needs – clearly explained and designed to help you make informed decisions.
Once agreed, we put your plan into action and stay by your side – monitoring, refining and guiding you as your life and goals evolve.
At PMW, we have been providing a trusted service in portfolio management Surrey and London wide to individuals, professionals and business owners since 1969. Our award-winning team of portfolio and investment administrators, tax advisers, financial planners and legal specialists work closely together to ensure our clients have access to fully-rounded guidance that considers different areas of their financial lives.
When you engage us to manage your investments, you will find we take as much time as we need to understand why you are investing, the timescales you have in mind, and your attitude to risk. As independent portfolio management advisers, we have extensive experience across all types of investments, allowing us to make recommendations that will suit you as an individual. Our overall aim is to put you in the best position possible to be able to realise your financial ambitions in the most tax efficient way possible.
In recognition of our skill, and our dedication to ensuring our clients receive nothing but the very best levels of care and attention, we are proud to have received a number of industry awards.
The City of London Wealth Management Award saw our team recognised for its quality of service two years in a row. We were also awarded the title of Wealth Manager of the Year Southern England thanks to votes from our valued clients and the wider public. In addition, we have received the title of Best UK Independent Adviser by Advisory HQ for the past four years.
Our clients often tell us that the most valuable part of working with PMW is the feeling of being genuinely cared for. It is not just about financial outcomes – it is about trust, peace of mind, and knowing someone is always in your corner.
*To protect the privacy of our clients, names and photos have been changed. However, the testimonials reflect genuine feedback and experiences.
Book your complementary consultation today and discover how we can help protect and grow your wealth with confidence.
From financial planning to wealth management and estate advice, our services are designed to support you at every life stage.
We understand that choosing a financial planning partner and making decisions about your financial future comes with many questions. To help you feel informed and confident, we’ve answered some of the most common queries we receive from new and prospective clients here.
If you have a specific question that you can’t find the answer to, we’d be more than happy to help. Please feel free to contact us directly or book a complimentary consultation to discuss your needs in more detail.
Our portfolio management service includes:
Pension investments may be included in our portfolio management service, although it is likely that the more complex arrangements, such as pension drawdown and decumulation strategies, will fall under our Wealth Management service, as will ISAs and Trusts.
Our investment management service requires a minimum portfolio value of £50,000.
At Partridge Muir & Warren, we are committed to providing a transparent and unbiased fee schedule. We believe that it is important that there are no hidden costs associated with our service. Fee rates are set independently of the type of investment arrangement deemed to be suitable to meet our clients’ needs. Entry fees are payable when capital is first introduced, and are then heavily discounted for additional introductions thereafter.
We charge an annual Service Fee which is calculated as a percentage of funds invested. This reduces as the value of the portfolio increases.
We do not apply fees to investment transactions carried out on behalf of clients as a consequence of undertaking recommended portfolio changes. It is considered that the cost of advising on and implementing such changes is covered by the Service Fee. This means we can ensure that any changes to the portfolio are made with your best interests at heart.
Once we have assessed your needs we will arrange an initial meeting at our offices in Esher, Surrey. We can also offer a virtual meeting if this is your preference. The meeting will be with one of our Chartered Financial Planners and will be at our expense (you will not be charged). The purpose of the meeting will be to discuss your circumstances and objectives and understand what we can do to help. Advice will not be provided at your first meeting, although if we believe we can help you to achieve your objectives we will explain your options and outline any costs.
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