Partridge Muir & Warren

Business Details

50+ Years

experience

Award-Winning Chartered Financial Planning in Surrey

Partridge Muir & Warren is a Chartered Financial Planning and Wealth Management company with over 50 years of heritage. Based in Esher, Surrey, we specialise in delivering independent advice through a highly personalised service tailored to private individuals, families, charities, and professionals. Our core services include Wealth Management, Investment Management, One-Off Assignments, and Probate and Estate Planning. We prioritise long-term client relationships, with an average client tenure of 20 years and some relationships spanning four generations. Our investment philosophy combines conservatism with rigorous fund analysis, ensuring tailored strategies that align with client goals.

We hold Chartered status, reflecting our commitment to professional excellence and ethical standards. Our team of experienced financial planners and tax advisers works collaboratively to provide holistic solutions, including tax planning, retirement strategies, and inheritance tax mitigation. We are authorised and regulated by the Financial Conduct Authority, with sister company PMW Trust offering probate and estate planning services. Client testimonials highlight our professionalism, expertise, and ability to deliver consistent returns over decades.

Services

Wealth Management Investment Management Financial Planning Probate Services Tax Planning Estate Planning One-Off Assignments Trust Management Retirement Planning Inheritance Tax Mitigation

Details

Year established: 1969

Highlights and features

Established over 50 years with a track record of successful outcomes across generations
Chartered status reflecting industry-leading expertise and ethical standards
Personalised service with no 'one-size-fits-all' approach to financial planning
In-house tax specialists and dedicated account managers for holistic solutions
Proven investment philosophy combining conservatism with rigorous fund analysis

Associations and certifications

Financial Conduct Authority
Institute of Chartered Accountants in England and Wales

What people say

Professional and courteous Prudent fund management Regular portfolio reviews Expert tax guidance Multi-generational support

Website

Update Listing

Services

Wealth Management

Our Wealth Management Service provides holistic financial planning and ongoing investment management tailored to individual circumstances. With minimum portfolio sizes starting at 100,000, we create bespoke strategies incorporating tax planning, retirement solutions, and estate preservation. Our team of Chartered Financial Planners delivers quarterly reviews and market updates, maintaining an average client relationship duration of 20 years through conservative investment approaches and rigorous fund analysis.

Investment Management

The Investment Management Service offers professionally managed portfolios for clients with 100,000200,000 investable assets. We implement passive investment strategies with annual telephone reviews, focusing on cost-effective solutions while maintaining flexibility for portfolio adjustments. Our team conducts regular fund performance monitoring and provides tax-efficient investment recommendations aligned with client risk profiles and financial objectives.

Probate Planning

PMW Trust provides probate administration and estate planning services including will writing, trust creation, and inheritance tax mitigation. Our licensed legal team assists executors with asset distribution, tax filings, and estate management, offering fixed-fee pricing structures. We specialise in complex estate scenarios requiring multi-generational wealth transfer strategies and lasting powers of attorney.

Tax Services

Our Chartered Tax Advisers provide comprehensive tax planning services covering self-assessment returns, trust tax reporting, and inheritance tax mitigation strategies. We integrate tax optimisation with wealth management plans, offering ongoing advice to minimise liabilities while ensuring HMRC compliance. Services include tax code reviews, payment scheduling, and retrospective tax reclaim assistance.

One-Off Assignments

The One-Off Assignment service delivers targeted financial advice for specific needs such as pension reviews, retirement planning, or investment portfolio assessments. We provide detailed suitability reports with implementation recommendations, ideal for clients requiring specialist guidance without ongoing management commitments. This service often serves as an entry point to our comprehensive wealth management solutions.

People

Simon Lewis

CEO & Chartered Financial Planner

Simon Lewis has over 25 years' experience in wealth management, leading PMW's investment strategy since 2005. He oversees all client portfolios and maintains the firm's conservative investment philosophy. His expertise spans multi-generational wealth planning and tax-efficient investment structures.

Alison Nagle

Chartered Tax Adviser

Alison Nagle brings 20 years of tax advisory experience to PMW, specialising in personal and trust tax planning. She manages HMRC compliance for high-net-worth clients and integrates tax strategies with wealth management plans. Her expertise includes inheritance tax mitigation and complex tax return preparation.

Questions

What services do you offer?

We provide Wealth Management, Investment Management, Probate & Estate Planning, Tax Services, and One-Off Financial Assignments tailored to individual client needs.

What is a Chartered Financial Planner?

Chartered status represents the UK's highest professional standard for financial planners, requiring extensive exams and demonstrating commitment to ethical, expert advice.

How are your fees structured?

We use fixed fees for probate services and transparent charging structures for ongoing management, with all costs agreed in advance without hidden charges.

Do you offer tax planning services?

Yes, our Chartered Tax Advisers provide personal and trust tax planning, including inheritance tax mitigation and HMRC compliance support.

What investment approach do you use?

We employ conservative strategies focusing on risk-appropriate returns, with rigorous fund analysis and regular portfolio reviews to ensure performance alignment.

Reviews (4)

Write a Review

Bob Turnbull

May 08, 2021 Report

PMW have been looking after our investments for 18 years. It is all handled very professionally and we have been very satisfied with their performance. Our meetings are always fun - not something you can often say when talking about money! Great people. Highly recommended.

Keith Mitchell

Mar 07, 2021 Report

We have been with PMW for almost 30 years and in that time we have had no cause to complain. We have agreed set objectives, revised annually and PMW have always worked to maximise our assets within the guidelines. We have always found our contacts to be very helpful and without exception lovely people to work with. We missed our annual visit to Esher and our face to face meeting because of Covid. Better luck next year!

Maurice Keane

Feb 27, 2021 Report

I have been with PMW for seven years and they have always been: very professional, easy to work with and courteous. Most importantly, they have achieved our investment goals and objectives. Our meetings are always very enjoyable. I look forward to them.

Caroline Thomas

Jul 12, 2018 Report

I absolutely loved their friendly and welcoming approach. No request was too much. A breathe of fresh air to find a company that genuinely cares about their clients rather than just the fee they will receive! Highly recommend.