“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”
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 more than 50 years since Partridge Muir & Warren started to offer tailored independent financial planning and wealth management in Sussex, Surrey and Hampshire wide.
During this time, our loyal client base has continued to grow. It makes us very proud that so many families have stayed 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 what we do since 1969. Our highly qualified experts have the vast experience and technical skill that make this all possible. This, combined with our renowned commitment to the utmost in client care, all combine to make PMW the top choice for independent financial planning and wealth management services Sussex wide.
There are many reasons why individuals, professionals and families across East and West Sussex approach us for financial advice. Some will be looking to optimise their retirement income. Others are keen to plan ahead to secure their future financially. Others still may be looking for investment and wealth management advice, perhaps because they are have an asset to sell, such as a business.
Whatever your individual requirements or situation, our long term experienced and knowledgeable team of Sussex independent financial advisers and legal experts is on hand and ready to ensure your financial goals 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, one thing that stands us apart is our all-encompassing service in wealth management. Sussex wide, we are able to take care of every aspect of an individual’s financial planning needs.
Our own in-house team of award-winning financial planners, tax advisers, investment and portfolio administrators and legal specialists have all been chosen for their exceptional 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.
With everything handled by a team that works together in your best interests, you will always have access to the tailored advice you need to realise your financial goals.
Our commitment to client care is one of our core values, and has been recognised by a number of industry awards.
The City of London Wealth Management Award, ours for three years in a row, is presented in recognition of service quality. In 2019, we were voted by our clients and the public as Wealth Manager of the Year Southern England and, for the past four years in a row, we have retained the title of Advisory HQ Best UK Independent Adviser, with the awards panel citing our long term client care commitment and team approach as star qualities.
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 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 consultation to discuss your needs in more detail.
It is important to us here at PMW that all of our clients are looked after on an individual basis. With this in mind, we don’t publish a set price list for what we do. However, we can say that you will never find any surprise costs when you deal with us.
We always fully set out all our charges for private wealth management in Sussex before you go ahead with any of our services. Our charges are based on the individual service you require, and the nature of the advice we provide. We will always provide you with outline costs once you’ve had your no-obligation consultation, whether we are acting as your personal wealth management advisers or your pension financial adviser in Sussex.
Chartered status is the accepted ‘gold standard’ for UK financial planners and advisers. It proves an accomplished level of competence and experience, as well as ongoing dedication to the profession.
For an individual financial adviser to be granted Chartered status, they must successfully complete around 14 exams in a variety of aspects of financial services and related subjects. For a company to be given Chartered status, it must prove its dedication to professional standards at the highest level.
As chartered financial advisers covering West Sussex and East Sussex, we are committed to delivering our clients advice at the highest standards. We also remain fully focused on making sure our advisers work to ethical standards at all times, with the best interests of our clients at the heart of all they do.
Financial advice is more focused on investment, whilst wealth management is more about ongoing financial planning. All of these are services we offer across Sussex from our base in Esher, Surrey.
When providing clients in Sussex with private wealth management advice, we will consider every aspect of their financial situation. Our goal is to devise a roadmap that will bring clients closer to their goals. Once that has been agreed, we can then come up with the strategies that will get them there.
Professional wealth management for Sussex individuals and families will often involve strategies based on savings and investments, tax planning, will writing, estate planning, wealth preservation and retirement planning. In other words, everything you need to meet your overall financial goals.
When providing estate planning services, our aim is to give reassurance that those who are important to you will be provided for as per your wishes when the time comes.
We offer a comprehensive estate planning service for our clients in East and West Sussex. The service will, where appropriate, ensure investments are achieving the best possible returns whilst minimising risk; explore ways to minimise the amount of Inheritance Tax payable on your estate when you die and, where required, set up trusts to protect the inheritance of any younger or vulnerable beneficiaries.
We also offer a will writing service, and can arrange Lasting Powers of Attorney to protect your interests in the event of you becoming mentally incapacitated.
Whilst some financial advisers in Sussex are tied to a single provider or insurer, what we offer is fully independent. This means we are able to recommend products such as insurance policies, pensions and investments from the whole of the market.
Independent recommendations like these are in your best interests. They allow you to benefit from the product that is appropriate to your individual needs, rather than just ‘the best of a limited list’.
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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