Many thanks for your continued patience and understanding, which is much appreciated.
Tailored wealth management services from Surrey-based chartered advisers. By your side for the long-haul, helping you grow, protect and pass on your wealth with clarity, care and confidence.
We take time to understand what matters most – your aspirations, responsibilities and long-term goals – then shape a bespoke wealth strategy around them.
Your private wealth adviser works closely with our in-house investment, tax and legal specialists, ensuring every decision is joined up and aligned.
We are with you for the long haul – helping you grow, enjoy and pass on your wealth with confidence, clarity and continuity.
At the heart of our Wealth Management Service is a deep, ongoing commitment to your financial well-being.
We work closely with you – not just at the beginning, but throughout your journey – to build and refine your financial plan, adjust your investments, and ensure everything remains aligned with your evolving needs and priorities.
With your dedicated adviser as a constant point of contact, and in-house specialists to support your wider financial needs, you will always know who to turn to – and what to do next.
“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.”
Our Wealth Management Service stretches way beyond managing investments. It is about building a lasting relationship – one that supports your financial well-being across every stage of life, and for generations to come.
For more than 50 years, we have shaped our service around:
Long-term relationships – many clients have stayed with us for over 20 years, with some families now into their fourth generation of advice.
Intergenerational planning – we help you pass on wealth wisely, preserving your values alongside your assets.
Chartered advice – delivered by qualified professionals who take the time to understand not just your financial goals, but your life goals.
Bespoke service – no templated strategies or outsourced support – just a joined-up approach tailored to you.
Trust and legacy focus – with in-house expertise in wills, probate and trusts, we help you – and your family – protect what matters most.
Our Wealth Management Services go far beyond investment management. They bring together the many moving parts of your financial life – helping you plan ahead, stay in control, and make confident decisions at every stage.
Depending on your situation and goals, we may cover:
You will also have the peace of mind of knowing we are here for life’s more difficult moments:
Whether you are starting your investment journey with £100,000, or managing a multi-million-pound portfolio, our Wealth Management Service is designed to flex around your needs – both now and in the future.
Because our service is fully tailored, we can support a wide range of financial profiles. While our average client portfolio sits at around £600,000, we regularly welcome clients with £100,000+ to invest, particularly where further assets may be introduced over time.
We also manage multi-million-pound arrangements, including a single-family portfolio in excess of £10 million.
Our all-inclusive fee structure means you will not encounter any unexpected transaction or advice charges once your portfolio is in place – so you always know where you stand.
You will also benefit from our ability to access third-party services and investment solutions at competitive rates, thanks to our collective purchasing power. And with everything managed in-house, you can rest assured that all we do for you is under our full control.
We are based in Esher, Surrey, and are proud to offer a face-to-face service to clients across Surrey and the surrounding areas.
Every relationship starts with understanding. One of our Chartered Financial Planners will begin by getting to know you in-depth – your current financial position, your goals, and your wider family, as well as the life you lead now, and the life you aspire to lead.
From there, we will:
We will guide you through each step – so you can move forward with clarity and confidence.
We do not believe in set-and-forget portfolios. Life evolves — and so should your financial plan.
That is why every client receives a structured review programme, tailored to personal goals, circumstances and the complexity of their investments. In most cases, this includes an in-person annual review, supported by a six-monthly update.
But we do more than just report to you on financial performance. These reviews are a chance for us to ask:
Your dedicated private wealth adviser will review your plan with fresh eyes — and clear recommendations — to ensure you stay on track, every step of the way. And of course you are always welcome to approach us with any questions year-round, whenever anything arises.
Each formal review is a chance to stand back and reassess. We look at how your portfolio is performing, whether it still reflects your goals and risk appetite, and what external factors – from economic trends to policy changes – might affect the road ahead.
You will receive a comprehensive written appraisal, along with clear, personalised recommendations to help keep everything on track.
We believe in forward-thinking, proactive advice — so you are never left wondering if your strategy is still right for you.
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.
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 complimentary consultation today and discover how our tailored wealth management service can help you protect what matters and plan for the future – with clarity, care and expertise.
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 wealth manager – and deciding who to trust with your finances and future – often comes with important questions.
If you have a specific concern or would like to discuss your situation in more detail, we would be happy to help. Please get in touch or book a complimentary consultation.
…
…
…
…
…
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.
Simply complete the form below and we will be in touch.
"*" indicates required fields