Portfolio Management
Portfolio Management
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.
How can we assist you?
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.
What is investment portfolio management?
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.
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.
Watch our video to find out what we can do for you
Award-winning portfolio management for London and Surrey investors
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.
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 portfolio management services
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What is included in the investment portfolio management service?
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Our portfolio management service includes:
• A review of your current investments
• Specific investment recommendations and solutions
• Implementation of changes and / or recommendations
• Comprehensive summary and suitability report
• Remote annual review meetings
• Regular valuation of investments
• Ongoing review of investments and suitability
• Provision of new investment recommendations as required
• Annual tax planning – Capital Gains Tax and ISAs
• A review of your current investments
• Specific investment recommendations and solutions
• Implementation of changes and / or recommendations
• Comprehensive summary and suitability report
• Remote annual review meetings
• Regular valuation of investments
• Ongoing review of investments and suitability
• Provision of new investment recommendations as required
• Annual tax planning – Capital Gains Tax and ISAs
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Are pension investments, ISAs or Trusts included in the portfolio management service?
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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.
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Is there a minimum portfolio size for your investment management service?
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Our investment management service requires a minimum portfolio value of £50,000.
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How much do you charge for your portfolio management service?
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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.
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.
Ready to discover more about our portfolio management service?
Client relationships mean everything to us here at PMW. Right from that first step you take in contacting us, we commit ourselves to helping you meet your financial goals, and protect your wealth.