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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

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.

Find out more

Complete the form and we will be in touch to discuss our services in more detail with you.




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    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.
    pmw team

    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.

    Our portfolio management services

    Wealth
    Management

    Investment
    Management

    One-Off
    Assignment

    Probate & Estate
    Management

    What our clients say
    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

    Partridge Muir & Warren
    Aissela
    46 High Street
    Esher

    Opening Hours
    Monday – Friday
    9am – 5pm
    Frequently asked questions
    1
    What is included in the investment portfolio management service?
    1
    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
    2
    Are pension investments, ISAs or Trusts included in the portfolio management service?
    2
    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.
    3
    Is there a minimum portfolio size for your investment management service?
    3
    Our investment management service requires a minimum portfolio value of £50,000.
    4
    How much do you charge for your portfolio management service?
    4
    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.

    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.

    Why not book a no-obligation complimentary consultation so you can obtain the expert guidance you need to maximise the potential of your investments?

    BOOK YOUR NO-OBLIGATION 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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    Claygate
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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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