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.
It is over 50 years since Partridge Muir & Warren first started to offer bespoke, fully independent financial planning and wealth management in Hampton and Surrey.
During this time, our loyal clientele has grown steadily. We are very proud that so many families have remained with us from one generation to the next.
Protecting the wealth of our clients, and helping them attain their personal and financial goals, have been at the heart of our commitment since 1969. Our highly qualified experts have the extensive experience and technical knowhow that make this all possible. This, combined with total dedication to the very best client care, all combine to make a wise choice for financial planning and wealth management Hampton wide.
There are many reasons why individuals, professionals and families in Hampton approach us for financial advice. Some will be looking to maximise their retirement income. Others want to plan ahead for a financially secure future. There are also those who are seeking investment and wealth management advice, perhaps because they are selling an asset, such as a business.
Whatever your individual needs, our highly experienced and knowledgeable team of Hampton financial and legal experts is poised to ensure your financial aims are achieved. With our office in Esher close by, you can find the top level advice you need locally, without having to travel into the city.
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.
At Partridge Muir & Warren, something that sets us apart is our all-encompassing service in wealth management. Hampton wide, we have the ability to look after every aspect of an individual’s financial planning requirements.
Our own in-house team of financial planners, tax advisers, investment and portfolio administrators and legal specialists have all been selected for their in-depth know-how and technical skill. They are on hand to provide you with comprehensive expertise, including financial planning, investment management, tax and estate planning, trust set-up, will writing and probate. As everything is taken care of by a joined-up team, you will always have access to the appropriate, bespoke advice you need to achieve your financial goals.
The commitment to client care that is a core value of PMW has been recognised by a string of industry awards.
As current holders of the City of London Wealth Management Award, voted for by the public, we have been acknowledged for our quality of service. We were also awarded Wealth Manager of the Year Southern England in 2019, and the past four years have seen us retain the title of Advisory HQ Best UK Independent Adviser, with our long term mission to serve clients and our team-approach highlighted as key elements in achieving top wealth management company status.
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.
Whether you are planning for your future or looking to achieve set goals, it is crucial that you receive independent advice. With access to the whole of the market, it means you are not limited to products that may not necessarily deliver the best possible solution for your needs.
At PMW, our financial planning and wealth management for Hampton clients involves advice and recommendations that are completely unbiased, so you have total reassurance that your best interests are top priority, and that the advice you receive is centred on your individual needs and financial goals.
Where financial advice tends to focus on investment, wealth management takes more of an all-inclusive and ongoing financial planning approach, where all aspects of an individual’s financial situation are taken into consideration.
Wealth management for example may incorporate savings and investment strategies, tax planning, will writing, estate planning and wealth preservation, together with any other advisory and planning services that may be needed to help manage your finances effectively, with the aim of getting you to where you want to be financially.
Our wealth management services in Hampton could include making arrangements to safeguard your family’s future; selecting the most efficient way to take an income; the separation of business and personal assets; cash flow and budgeting, and more.
A wealth manager applies specialist knowledge and experience to reduce the risk involved with investments, and to maximise returns over a longer period of time, helping clients to reach their financial objectives, both short and long term.
Wealth managers will ensure that an investment strategy is based around the best interests of their clients, factoring in everything that matters personally, professionally and family wise.
At PMW, we are committed to providing a fully transparent and unbiased approach to pricing. This means that you will never find any concealed costs or surprise fees when you engage us for wealth management in Hampton.
You will find all our charges fully explained to you before you go ahead with any service. These charges will vary depending on which services you are engaging us to take care of, however you can rest assured that there will never be anything unexpected at any point in terms of fees.
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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