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Financial Advice in Esher, Surrey | Partridge Muir & Warren
Our App mail@pmw.co.uk 01372 471550
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    • Wealth Management (WMS)
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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 Advice
& Services in Surrey

Wealth Management

Our Wealth Management Service is a sophisticated and ongoing process that takes care of all your financial planning and investment management needs, tailored to your specific requirements and delivered by a dedicated team of experienced professionals. Whether you are planning for retirement or simply want to protect and preserve your wealth, we provide expert advice and tailored recommendations to help you to achieve your financial goals and objectives.

The bespoke nature of our Wealth Management Service means that we are able to accommodate a wide range of wealth levels from the perspective of assets placed under our management. For example, although the average portfolio size is currently in the region of £600,000 we will consider supervising portfolios with a starting value of £100,000 where it is likely that further assets will be introduced at a later stage. We also have many clients with multimillion pound portfolios, with the largest single family arrangement under our management being in excess of £10 million. We have the experience and expertise to deal with most requirements.

There is absolute clarity regarding your costs as the Service has an all-inclusive charge that covers most eventualities. For example, once your money is invested in the Service, we do not charge transaction or advice fees for subsequent changes to the investments. You will have peace of mind that we are covering all of the issues that are relevant to you as a matter of course.

Furthermore, our purchasing power enables us to access third-party services and investments on your behalf at a much lower cost.

With our office based in Esher, Surrey, we are in a prime location to offer a personal service to clients in Surrey and surrounding areas. Get in touch to find out more about a complimentary consultation.

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    How our Wealth Management Service works
    • Joining the service
    • Your Review Programme
    • Other features

    At the outset, one of our Chartered Financial Planners will carry out a thorough appraisal of your circumstances and objectives, using the same approach followed by our Financial Planning Service. Once we have a clear idea of what your financial plan should be we will construct a suitable portfolio for implementation. We will also create the specification for your review programme.

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    We believe that all clients of the Service should receive a detailed formal appraisal of their investments. The frequency of your appraisal will be dependent on your circumstances and objectives, as well as the scale and complexity of the portfolio that will be under our management. In most cases, a formal annual appraisal with a six-monthly update is agreed as suitable.

    The formal appraisal is a very detailed review of your portfolio’s structure and performance and is usually accompanied by our recommendations for adjustment, which are given to take account of macro-economic and investment trends.

    Complimentary Consultation
    Request a Call Back

    Other aspects of financial planning covered by the Service include:

    • Assessment of expenditure, future capital commitments and tailoring of your portfolio to achieve the required cash flow
    • Tax optimisation including ongoing capital gains tax planning
    • Tax equalisation between spouses where advantageous
    • Identification of your risk tolerance including continual reassessment
    • Estate planning and IHT mitigation
    • Planning for the possible cost of care in later life
    • Pension planning, both before and after retirement

    Additional matters covered by the Service, which should provide some peace of mind for you:

    • Dealing with your Attorney in the event you are incapacitated
    • Assisting your Executor in the event of your death
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    • 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

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    Partridge Muir & Warren Ltd

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

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    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.
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