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?
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
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.
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.
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.
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.
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.
You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.
Many thanks for your continued patience and understanding, which is much appreciated.
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.
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.
“We can rely on PMW’s guidance and knowledge with the various markets. Whilst I take a bird’s-eye view of what is going on in markets, it is reassuring that we know that PMW can deliver an in-depth view – that over time has proved to be successful”
“After 40 years of advice we feel that our finances are sound and being very effectively managed. We are regularly updated and meet every six months when we have a very comprehensive meeting reviewing the past and planning for the future. We are confident that future generations will be provided with their astute advice.”
• 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
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.