“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”
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.
Many people have their own personal goals for retirement. Since 1969, Partridge Muir & Warren has been helping people across Surrey to realise these goals courtesy of a fully independent retirement planning service. One that families have continued to trust and recommend from generation to generation.
As chartered financial planners, we have reached what is considered the ‘gold standard’ for our industry. What’s more, the retirement planning advice we provide to our clients is fully personalised, based on an in-depth understanding of their individual needs, circumstances and ambitions.
With all this in mind, if you are currently looking to put together a retirement plan that will help you achieve your own special dreams, the dedicated team here at PMW is ready to share the wealth of expertise, experience and knowledge they have that can make it all possible.
When it comes to retirement planning, our experts here at PMW know the importance of considering every aspect of an individual’s financial situation. Everyone is different, and circumstances vary from one person to the next. Ambitions vary too, which is precisely why when it comes to retirement, financial advice from PMW will always be fully comprehensive.
From wealth management and tax planning, to savings and investment management, will writing and estate planning, there is no stone our team of financial planners, tax advisers, investment and portfolio administrators and legal specialists will leave unturned when it comes to helping you achieve your goals for retirement.
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.
If you are seeking advice you can trust around retirement planning, Surrey-based PMW makes an astute choice. Working with a team recognised by the financial planning industry through a selection of awards, you will enjoy the reassurance you need at such a crucial time in your life.
Acknowledged for quality of service, our team has won the City of London Wealth Management Award for two consecutive years. The title of Wealth Manager of the Year Southern England was also bestowed upon us thanks to votes from our valued clients and the general public. We have also been awarded the title of Best UK Independent Adviser by Advisory HQ for the past four years running.
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.
You will be given your own personal retirement planner who will take as much time as needed to thoroughly understand your goals and your current position. They will then work closely with you to formulate your unique retirement plan geared towards getting you to where you want to be.
Every retirement plan is different. It may include suggestions to help boost your income in retirement; efficient ways of settling debts without negatively affecting pension income; maximising income from savings and investments, and a review of outgoings. As we have a full team of financial and legal experts in-house, you will have direct access to all the specialist expertise you need at every step.
Once your retirement plan is finalised, it is essential that it is kept under regular review. Things can change, not least governing laws and the financial climate, but personal circumstances too. Our retirement planning service therefore includes an annual review to ensure your goals are on track.
One of the things we are committed to at PMW is offering a transparent and unbiased pricing structure across all our services. You will therefore never find any hidden costs, and will always be fully aware of what you will be expected to pay for our retirement planning advice.
Once we have assessed your needs, if appropriate, we will arrange an initial meeting. The meeting will be with one of our Chartered Financial Planners. 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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