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.
Your personal retirement plan, in expert hands
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.
Watch our video to find out what we can do for you
Retirement planning advice, from an award-winning team
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.
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.”
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.