Statements and Risk Warnings

Regulatory Statement

Partridge Muir & Warren Ltd (PMW) is a specialist wealth management company, dedicated to providing independent financial advice and management services to the private investor and trustee. Registered in England and Wales under number 952508.

By accessing these pages you shall be deemed to accept and agree to be bound by the terms of this notice.

PMW is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN (Visit www.fca.org.uk). Our firm reference number is 148029.

The Financial Conduct Authority does not regulate tax or estate planning.

If you make a complaint against us that is not resolved to your satisfaction, you have recourse to the Financial Ombudsman Service (FOS). The FOS can be contacted via www.financial-ombudsman.org.uk.

Risk Warning

The value of investments, and the income arising from them, can go down as well as up, and is not guaranteed, which means that you may not get back what you invested. Past performance is not a reliable indicator of future results. Changes in exchange rates may also cause an investment to fluctuate in value. Levels of taxation depend on your individual circumstances and the value of any tax reliefs which apply.

While every effort has been made to ensure that the information we publish online is correct, the directors of Partridge Muir & Warren Ltd can take no responsibility for any action taken (or not taken) as a result of the matters discussed within it.

Copyright

The contents of the website and iPhone/iPad Apps belong to Partridge Muir & Warren Ltd. Reproduction is not permitted without our prior permission.

Email

You should note that there is no guarantee that emails you send will be received by us. Important or urgent messages should be sent by mail or telephone.

Approval of information

All information published online by us has been approved by Partridge Muir & Warren Ltd for the purposes of the UK Financial Services and Markets Act 2000. It is not intended as an offer to acquire or dispose of any security or interest in any security.

How does PMW use cookies?

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What is a cookie?

A cookie is a small amount of data, which often includes a unique identifier that is sent to your computer, mobile phone or tablet browser from a website and is stored on your device’s internal storage. Each website can send its own cookie to your browser if your browser’s preferences allow it, but to protect your privacy browsers usually only permit a website to access the cookies it has already sent to you, not the cookies sent to you by other websites.

Arrange complimentary consultation

Once we have assessed your needs we will arrange an initial meeting at our offices in Esher, Surrey. We can also offer a virtual meeting if this is your preference. The meeting will be with one of our Chartered Financial Planners and will be at our expense (you will not be charged). 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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