“We have appreciated the warm and personal approach of PMW. No request has been too much trouble.”
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.
Are you looking for a trusted service for writing wills? Surrey based? Partridge Muir & Warren offers a full range of specialist estate planning services, including will writing, lasting powers of attorney and Inheritance Tax planning advice.
Partridge Muir & Warren has been serving the people of Surrey with professional, fully independent financial advice and investment management services since 1969. As chartered financial planners, we have always been committed to providing an all-encompassing service to our valued clients.
With estate planning so high on the list of priorities for many, it was a natural progression for us to expand our specialist team to include our own in-house solicitor, enabling us to share a wealth of experience in all aspects of estate planning.
Whether it’s for those making their very first wills in Esher, Cobham, Weybridge, Claygate, Oxshott or surrounding areas, or those revising an existing will, our Surrey will writing service incorporates the strategic advice you need to make fully informed decisions about your estate, and the guidance you need to ensure your loved ones are adequately taken care of in line with your wishes.
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.
If you are looking to make a will in Surrey, you are set to find something truly unique at PMW, where we combine specialist legal expertise with in-depth financial planning knowhow. Whilst we do of course provide a standalone service for wills, Surrey clients fully appreciate the fact that we have the knowledge to advise them on all the issues associated with estate planning.
Our in-house team of wealth managers, tax advisers and investment and portfolio administrators work closely with our specialist estate planning solicitor, a member of the Society of Trust and Estate Planning Solicitors (STEP), to ensure the full needs of our clients are met.
When it comes to wills, Surrey people know how important it is to choose a service that is recommended, and recognised for its quality. It is one of the most vital legal documents you will ever sign after all. With PMW, you can rest assured you are dealing with a trusted team, one that has won a number of awards and accolades.
One such accolade is the City of London Wealth Management Award, won by PMW for two consecutive years in recognition of quality of service. We have also been awarded the title of Wealth Manager of the Year Southern England following votes from our valued clients and the general public. In addition, the title of Best UK Independent Adviser by Advisory HQ has been retained for the past four years.
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.
When it comes to wills, Surrey individuals and couples know they can trust Partridge, Muir & Warren for the ultimate in personal service and exceptional technical knowledge.
Our Surrey will writing service covers the following areas:
Wills Esher
Wills Cobham
Wills Weybridge
Wills Claygate
Wills Oxshott
Our office is based in Esher, and we also write wills for clients in many of the surrounding areas.
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.
We are able to help clients with wills Surrey wide, including Esher, Cobham, Weybridge, Claygate and Oxshott and all surrounding areas.
PMW has over the years become a highly trusted and respected name for wills Surrey wide. But more than this, because we have our own in-house team of expert legal and financial advisers, we are able to offer the full spectrum of estate planning services, including wills. Surrey wide, clients appreciate how we cater for their full range of needs, and take unlimited time to get to know their personal and family situations. It means the advice received is fully-rounded, and always focused on the desired goals.
There are no set rules as to how often a will should be updated, however if things have changed in your life, then it is probably a good time to consider whether the contents of your will still reflect the current situation. It is also wise to think about updating your will following changes to inheritance tax laws.
Our simple guide to when to update your will is a useful read.
From ensuring that any investments you have in place are achieving healthy returns whilst keeping risk levels at a minimum, to putting strategies such as trusts in place to minimise the amount of Inheritance Tax payable by your beneficiaries, through to ensuring that the estate administration process is as straightforward as possible for your executors, we will ensure everything is covered for your complete reassurance. We also offer regular reviews from our office in Esher to ensure the route to your goals remains intact as things change.
Here is a summary of our Surrey estate planning services covering Esher, Cobham, Weybridge, Claygate, Oxshott and surrounding areas:
We offer a full range of estate planning and estate administration services which work in harmony with our Surrey will writing service. These include:
The Society of Trust and Estate Practitioners (STEP) is a global professional body made up of solicitors, financial advisers, accountants and other experts dedicated to helping families plan for their futures. By using a STEP member, you will enjoy reassurance of the highest standards and levels of competence, with members holding specialist qualifications in inheritance and succession planning.
To learn more about the benefits of using a STEP member for will writing services, you can visit their website.
Once we have assessed your needs we will arrange an initial meeting at our offices in Esher, Surrey. We can also offer a virtual meeting if this is your preference. The meeting will be with one of our Chartered Financial Planners and will be at our expense (you will not be charged). 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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