Partridge Muir & Warren Ltd

Independent Financial Adviser  Aissela, Esher, KT10 9QY
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FCA authorised
Last authorised 29th November 2021
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
Meet our advisers
MR Paul Hancock APFS
Chartered Financial Planner
MR Simon Lewis
CEO and Chartered Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Aissela, 46 High Street, Esher, KT10 9QY

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