The world is a different place for now, but one thing you can be sure of is that we have not changed. We continue to provide a high quality, bespoke service to all of our clients, and are happy to talk to others who think they might benefit from our services. PMW has maintained its own cloud-based technology for over 15 years, which allows all of our team full access to our systems, wherever they might be.
That is one reason why our temporary transition to having most of our team working from home has been seamless. We do miss the face-to-face contact with our clients, but appreciate that for the moment, it is in everyone's best interest to communicate virtually or by telephone. We are very much looking forward to the day when we can once again welcome clients to our office in Esher.
That is one reason why our temporary transition to having most of our team working from home has been seamless. We do miss the face-to-face contact with our clients, but appreciate that for the moment, it is in everyone's best interest to communicate virtually or by telephone. We are very much looking forward to the day when we can once again welcome clients to our office in Esher.
Services
About
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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.
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.
Meet The Team
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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.
Services
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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.
Our App
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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.
What Our Clients Say
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We could tell you about our service offering and approach to our clients, but we believe this is better coming directly from them. Below you can read what some of our clients have to say about their experience with PMW and how we have helped them over the years.
Head of Marketing, Ceris Hymas, explains why our clients were so happy with investment performance at the end of 2020 and explains why portfolio diversification is key to protecting wealth.2020 was a tough year for most and it was certainly challenging for investors, who struggled to keep up with volatile and unpredictable financial markets.
Head of Marketing, Ceris Hymas, explains why our clients were so happy with investment performance at the end of 2020 and explains why portfolio diversification is key to protecting wealth.2020 was a tough year for most and it was certainly challenging for investors, who struggled to keep up with volatile and unpredictable financial markets.
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