Business Details
50+ Years
experience
Trusted Financial Planning & Wealth Management in Surrey
Partridge Muir & Warren (PMW) 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, offering strategic financial planning and investment solutions designed to protect and grow wealth. Our team of experienced Chartered Financial Planners and tax specialists ensures clients receive expert guidance aligned with their unique goals.With a conservative investment philosophy and a focus on transparency, we aim to build trust through consistent performance and client-centric service. Our clients benefit from regular portfolio reviews, tax-efficient strategies, and comprehensive estate planning, supported by our sister company PMW Trust. We pride ourselves on ethical standards, regulatory compliance, and a commitment to evolving with market dynamics while maintaining a personal touch.
Services
Wealth Management
Investment Management
One-Off Assignment
Probate Planning
Tax Services
Estate Planning
Trust Management
Financial Advice
Retirement Planning
Inheritance Tax Planning
Details
- Year established: 1969
Highlights and features
- Established over 50 years with a track record of successful outcomes.
- Personalised service tailored to individual client needs.
- Chartered status demonstrating industry-leading expertise and ethics.
- Conservative investment approach minimising unnecessary risks.
- Integrated tax and wealth planning services under one roof.
Associations and certifications
- Financial Conduct Authority
- Institute of Chartered Accountants in England and Wales
What people say
Long-term relationships
Personalised service
Professional expertise
Prudent management
Tax-efficient strategies
Services
Wealth Management
Our Wealth Management Service offers holistic, ongoing financial planning tailored to individual goals. With expertise in investment strategy, tax optimisation, and estate planning, we cater to clients seeking long-term wealth preservation. Services include annual portfolio reviews, risk assessment, and customised investment strategies, ensuring clients achieve financial security and intergenerational wealth transfer.
Investment Management
The Investment Management Service provides professional portfolio oversight for clients with 100,000200,000 investable assets. We focus on diversified, risk-appropriate investments with regular performance reviews. Our conservative approach prioritises capital preservation while leveraging market opportunities, supported by in-depth fund analysis and tax-efficient strategies.
One-Off Assignment
One-Off Assignments deliver targeted financial advice for specific goals, such as retirement planning or pension reviews. This service includes a comprehensive assessment of current finances, tailored recommendations, and implementation guidance. Ideal for clients requiring expert insights without ongoing management commitments.
Probate and Estate Planning
PMW Trust offers probate administration, will writing, and estate planning services. We assist with trust creation, inheritance tax mitigation, and Lasting Powers of Attorney. Our licensed professionals ensure estates are managed efficiently, aligning with client wishes while minimising legal and tax complexities for beneficiaries.
Tax Services
Our Chartered Tax Advisers provide personal and trust tax planning, including Self-Assessment returns and inheritance tax strategies. We focus on compliance and optimisation, working alongside wealth management services to reduce liabilities. Services include tax code reviews, payment scheduling, and retrospective claims for overpaid taxes.
People
Simon Lewis
CEO & Chartered Financial Planner
With over 20 years at PMW, Simon leads our investment strategy and client relationships. He specialises in long-term wealth planning and has guided clients through complex financial landscapes since joining in 1995.
Alison Nagle
Chartered Tax Adviser
Alison brings 20+ years of tax expertise to PMW, managing personal and trust tax compliance. She joined in 2018, focusing on integrated tax-efficient wealth strategies for high-net-worth clients.
Questions
How much does financial planning cost?
Costs depend on service complexity, with transparent fees agreed upfront. One-off assignments start at £1,500, while ongoing services use a percentage-based model.
What is a Chartered Financial Planner?
Chartered status represents the UK's highest standard for financial planners, requiring rigorous exams and ethical practice. PMW maintains this gold-standard accreditation.
Do you offer probate services?
Yes, through sister company PMW Trust. Services include will writing, estate administration, and inheritance tax planning, with fees starting at £1,500.
What investment minimums apply?
Our Investment Management Service targets £100,000–£200,000 portfolios, though we consider smaller amounts with future growth potential.
How often are portfolios reviewed?
We conduct annual formal reviews with six-monthly updates, plus ad-hoc adjustments for significant market or personal changes.
Reviews (5)
It'Z. Hayormiposi Holuwartosin
Jun 27, 2021
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Keith Mitchell
Jan 14, 2021
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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
Oct 25, 2020
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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.
Bob Turnbull
Sep 24, 2020
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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.
Caroline Thomas
Jul 12, 2018
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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.
