• Get in touch
  • 01372 471550
  • mail@pmw.co.uk
Financial Advice in Esher, Surrey | Partridge Muir & Warren
Our App mail@pmw.co.uk 01372 471550
  • About
    • About
    • What Our Clients Say
    • Meet The Team
    • Join The Team
  • Services
    • Financial Advice
    • Wealth Management (WMS)
    • Investment Management (IMS)
    • One-Off Assignment (OOA)
    • Probate and Estate Planning (PMW Trust)
    • Tax Services (PMW Trust)
  • News & Insights
  • Our Awards
  • Community
    • Elmbridge Philanthropy
    • In the Community
  • Contact
    • Contact Us
    • FAQs
  • Complimentary Consultation
Financial Advice in Esher, Surrey | Partridge Muir & Warren
  • About
    • About
    • What Our Clients Say
    • Meet The Team
    • Join The Team
  • Services
    • Financial Advice
    • Wealth Management (WMS)
    • Investment Management (IMS)
    • One-Off Assignment (OOA)
    • Probate and Estate Planning (PMW Trust)
    • Tax Services (PMW Trust)
  • News & Insights
  • Our Awards
  • Community
    • Elmbridge Philanthropy
    • In the Community
  • Contact
    • Contact Us
    • FAQs
  • Complimentary Consultation

Wealth Management Hampton

Wealth Management Hampton

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.

Seeking a financial adviser in Hampton?

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.

Find out more

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

    For information on how we use your data please read our Privacy Policy.

    pmw team

    Hampton financial planning, meeting all your individual aspirations

    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.
    pmw team

    Watch our video to find out what we can do for you

    Award-winning financial planning and wealth management in Hampton

    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 Hampton financial planning services

    Wealth
    Management

    Investment
    Management

    One-Off
    Assignment

    Probate & Estate
    Management

    What our clients say

    • 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 Mayer

    • 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

    • 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

    • “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”

      Mr and Mrs Boyd

    Partridge Muir & Warren
    Aissela
    46 High Street
    Esher
    Opening Hours
    Monday – Friday
    9am – 5pm

    Frequently asked questions

    1
    What is the significance of taking independent financial and wealth management advice in Hampton?
    1
    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.
    2
    How do a financial adviser and a wealth manager differ?
    2
    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.
    3
    Why use a wealth manager?
    3
    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.
    4
    How much does wealth management in Hampton cost?
    4
    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.

    How could YOU benefit from our Hampton wealth management service?

    Why not book a no-obligation complimentary consultation, and find out how our knowledgeable specialists could help you meet your all-important financial goals?

    BOOK YOUR NO-OBLIGATION COMPLIMENTARY CONSULTATION

    Submit your email address below to receive CEO insights

    Loading

    Partridge Muir & Warren Ltd

    Aissela, 46 High Street,
    Esher, Surrey, KT10 9QY
    mail@pmw.co.uk
    01372 471550

    Follow us online

    Follow us online
    Follow us online
    Follow us online
    Follow us online

    Services we offer

    Financial Advice
    Investment Management
    Portfolio Management
    Wealth Management
    Financial Planning
    Financial Planning for Individuals
    Financial Planning for Families
    Retirement Planning
    Managing Inheritance
    Probate and Estate
    Estate Planning
    Estate Administration
    Probate Management
    Professional Trustee Service
    Will Writing
    Tax Services
    Inheritance Tax planning
    Setting up Trusts
    Lasting Powers of Attorney

    Areas we cover

    Surrey
    Chessington
    Claygate
    Cobham
    Ditton
    Esher
    Hampton
    Hersham
    Horsham
    Kingston
    Oxshott
    Richmond
    Shepperton
    Walton-on-Thames
    Weybridge
    Wisley

    Other pages

    Meet the Team
    Statements and Risk Warnings
    Client Privacy Notice
    Privacy Policy for Our App
    Privacy Policy
    Our App
    Additional Articles
    Contact Us
    AdvisoryHQ
    AdvisoryHQ
    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
    PMW Legal Limited. Trading as PMW Trust. Registered in England. Company number 10199785. Licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
    Registered office: Aissela, 46 High Street, Esher, Surrey, KT10 9QY. Telephone calls may be recorded.
    Copyright © 2022 Partridge Muir & Warren Ltd. All Rights Reserved.
    • Virtual Consultation
    • Contact Us
    • Attend a seminar