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Financial Advice in Esher, Surrey | Partridge Muir & Warren
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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

Will Writing

Will Writing Surrey

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.

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    pmw team

    More than just a Surrey will writing service

    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.
    pmw team

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

    A professional Surrey will writing service, from an award-winning team

    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.

    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

    Wills Surrey

    Surrey Will Writing Services - Areas we Serve

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

    Frequently asked questions

    1
    What areas does your Surrey will writing service cover?
    1
    We are able to help clients with wills Surrey wide, including Esher, Cobham, Weybridge, Claygate and Oxshott and all surrounding areas.
    2
    Why should I choose PMW to make my will in Surrey?
    2
    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.
    3
    How often should I update my will?
    3
    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:

    • Investment strategy and portfolio management
    • Wealth management advice
    • Inheritance tax planning
    • Property preservation
    • Lifetime gifting
    • Will writing
    • Trust set-up
    • Professional trustee service
    • Lasting Powers of Attorney
    • Probate management
    • Estate administration
    4
    What estate planning services other than will writing do you offer?
    4
    We offer a full range of estate planning and estate administration services which work in harmony with our Surrey will writing service. These include:

    • Lasting Powers of Attorney
    • Inheritance tax planning
    • Trust creation
    • Professional trustee service
    • Property preservation strategies
    • Lifetime gifting advice
    • Probate management
    • Estate administration
    • Investment strategy and portfolio management
    • Wealth management advice
    5
    Why should I use a member of the Society of Trust and Estate Practitioners for will writing services?
    5
    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.

    When it comes to wills, Surrey people know they can trust Partridge, Muir & Warren

    Looking to make a will in Surrey? Why not book an initial consultation to find out more? It’s free of charge and there is no obligation.

    BOOK YOUR NO-OBLIGATION COMPLIMENTARY CONSULTATION

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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
    Berkshire
    Hampshire

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    Meet the Team
    Statements and Risk Warnings
    Client Privacy Notice
    Privacy Policy for Our App
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    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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