Partridge Muir & Warren Ltd

Independent Financial Adviser  Aissela, Esher, Surrey, KT10 9QY
First meeting at adviser's own cost
We recognise that giving the best advice relies upon having a thorough understanding of individual client needs.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Group Pension/Stakeholder
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Paul Hancock APFS
Chartered Financial Planner

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

Accreditations
Chartered Financial Planner
MR Simon Lewis
CEO and Chartered Financial Planner

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

Accreditations
Chartered Financial Planner
What our clients say
The quality of advice and follow up service has been excellent in every respect. In particular, the annual one-to-one review meeting enables an in-depth review and concentrated discussion of objectives and strategy to meet them. These sessions have been invaluable and reassuring and the subsequent proposed actions clearly explained.
Mr and Mrs Evans, Newport
The people that I know, that I may talk to about financial matters, are very aware of the service that I have received from PMW. I have discussed with them how much I value the advice I receive, the efficient way my portfolio is managed and the comprehensive way the investments are made for me – I appreciate the time taken to explain the investment plans (which I mainly understand!). I think that the financial security that PMW gives me, which my friends/colleagues see, is the best recommendation I can give.
Mrs Jennings, Devon
After 40 years of advice we feel that our finances are sound and being very effectively managed. We are regularly updated and meet every 6 months when we have a very comprehensive meeting reviewing the past and planning for the future. We are confident that future generations will be provided with their astute advice.
Mr and Mrs Smith, Surrey
Confidence on one’s financial adviser is crucial and this can only be acquired over time. However, once one is satisfied that you are receiving the best advice it is possible to put your trust in your adviser. We are currently in that happy position and continually thank the day that we first approached PMW to help us out of, what was then, a rather tricky position.
Mr and Mrs Nixon, Kent
About us

Partridge Muir & Warren Ltd (PMW) was established in 1969. We are Chartered Financial Planners and Wealth Managers, based in Esher, Surrey. We deliver genuinely independent advice by means of a highly personalised service.

We believe the key attributes that have facilitated our commercial longevity are honesty, integrity, skill, care and diligence.

We understand that our profitability stems from long term client relationships rather than one off transactions and our speciality is to craft financial strategies that are tailored to each individual.

We are privileged to enjoy the trust and loyalty of our clients and we work very hard to repay them by making sure that their personal financial goals are achieved.

Our default position is one of conservatism. We do not believe in taking risks that are not required to achieve a financial goal. The majority of our clients seek a consistent, competitive return on their capital, which is why our average client relationship lasts 17.5 years.

Our services

We offer a number of services, from our comprehensive Wealth Management Service to one-off consultations, and we pride ourselves on our ability to provide consistent and reliable financial advice.

All prospective clients meet with one of our Chartered Financial Planners at the outset. The meeting will be at our expense (you will not be charged) and the purpose will be to discuss your circumstances and objectives.

Where to find us
Head office address: Aissela, 46 High Street, Esher, Surrey, KT10 9QY
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021

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