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Partridge Muir & Warren Ltd Simon Lewis, CEO for Partridge Muir & Warren, provides his latest thoughts on what is happening in global financial markets. Simon Lewis, CEO of Partridge Muir & Warren, reflects on what happened to global financial markets in 2021 and sets out our expectations of 2022. He is happy to report on the favourable outcomes achieved by PMW clients and concludes that they can look forward to the year ahead with confidence. Watch the video below to find out more.
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Partridge Muir & Warren Ltd (PMW) is a Chartered Financial Planning and Wealth Management company that builds on a heritage of over 50 years. Based in Esher, Surrey, we specialise in delivering genuinely independent advice by means of a highly personalised service. Our clients include private individuals, families, charities and professionals, and we believe that the cornerstone of our business is our consistent commitment to providing excellent customer care.At PMW we know that protecting your wealth is important to you, and that is why we make it our personal responsibility to craft strategic financial plans that are personalised to you and your family.
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Here you will learn about the people, culture and capabilities that make our company unique. Running a business can be challenging and I feel I have learnt a lot since the days when my enthusiasm exceeded my experience. There is no doubt in my mind that the key to success is having a great team of people delivering an honest and sound proposition; I believe this helps to explain why most of our current clients have been with us for over 20 years.
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Have you been saving for years to accrue wealth that you would like to pass on to your family? Or perhaps you have an investment portfolio that isn't performing as you would have hoped? Either way, if you have significant savings or investments, an important step to ensuring you keep your wealth in good health is to instruct a chartered financial planner.
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As part of our commitment to offering a personalised service to our clients, we have developed an App for iPhones and iPads which will give you instant digital access to your important documents. The App will also enable you to easily access our CEO Insights without having to visit our full website.
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