Business Details
50+ Years
experience
Expert 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, with an average client tenure of 20 years and some relationships spanning four generations.Our approach combines strategic financial planning, conservative investment strategies, and a commitment to transparency, with no hidden fees or upfront charges. We are authorised and regulated by the Financial Conduct Authority and hold Chartered status, reflecting our adherence to the highest professional standards. Our team of experienced financial planners and tax advisers works collaboratively to ensure clients achieve their financial goals while maintaining a focus on risk mitigation and tax efficiency.
Services
Wealth Management
Investment Management
One-Off Assignments
Probate Planning
Tax Services
Estate Planning
Trust Management
Retirement Planning
Inheritance Tax Advice
Will Writing
Details
- Year established: 1969
Highlights and features
- We offer over 50 years of expertise in financial planning and wealth management.
- Our service is fully personalised, avoiding a one-size-fits-all approach.
- We charge transparent fees with no hidden costs or upfront charges.
- Our clients stay with us for an average of 20 years, reflecting trust and satisfaction.
- We employ a conservative investment philosophy focused on risk mitigation.
Associations and certifications
- Financial Conduct Authority
- Chartered Institute for Securities & Investment
What people say
Personalised service
Long-term reliability
Expert financial guidance
Professional probate support
Tailored investment strategies
Services
Wealth Management
Our Wealth Management Service provides holistic, ongoing financial planning tailored to individual goals. We create bespoke strategies covering investment management, tax optimisation, estate planning, and retirement income. With a focus on conservative risk management, we ensure portfolios align with client objectives while maintaining transparency in fees. Clients benefit from annual reviews and access to our team of Chartered Financial Planners.
Investment Management
The Investment Management Service offers advisory portfolio management for clients with 100,000200,000. We construct diversified portfolios based on risk profiles, with annual telephone reviews and tax efficiency considerations. Our approach combines passive investment strategies with regular performance monitoring, ensuring alignment with long-term financial objectives without unnecessary transaction fees.
One-Off Assignments
One-Off Assignments provide targeted financial advice on specific needs such as pension reviews or retirement planning. We deliver actionable recommendations through a formal report, followed by implementation support. This service suits clients seeking expert guidance without ongoing management, with fees based on the scope of work agreed upfront.
Probate Planning
PMW Trust offers probate administration and estate planning services, including will writing and lasting powers of attorney. Our licensed professionals assist executors with asset distribution, tax compliance, and trust management. We provide fixed-fee quotes for services ranging from simple probate grants to full estate administration, ensuring legal and tax obligations are met efficiently.
Tax Services
Our Chartered Tax Advisers provide personal and trust tax planning, including self-assessment returns and inheritance tax mitigation. We integrate tax strategies with wealth management plans, offering bespoke solutions to minimise liabilities while ensuring HMRC compliance. Services include trust registration, tax code reviews, and retrospective claims for overpaid taxes.
People
Simon Lewis
CEO & Chartered Financial Planner
Simon Lewis has over 25 years of experience in wealth management. He leads PMW's investment strategy and client advisory services, focusing on long-term financial planning. He established PMW Trust to expand estate planning capabilities and maintains a client-centric approach through regular face-to-face meetings.
Alison Nagle
Chartered Tax Adviser
Alison Nagle specialises in personal and trust tax planning with over 20 years in accountancy and wealth management. She joined PMW in 2018, providing tax compliance services and strategic advice. Her expertise includes self-assessment returns, inheritance tax mitigation, and trust tax reporting.
Questions
How much does financial planning cost?
We provide transparent fees agreed in advance. Costs depend on service complexity, with no hidden charges or unexpected fees at any stage.
What is a Chartered Financial Planner?
Chartered status represents the UK's highest professional standard for financial planners, requiring rigorous exams and ongoing ethical commitments.
What's the difference between financial advice and wealth management?
Wealth management offers holistic, ongoing planning covering investments, tax, and estate planning, while financial advice may focus on specific products or goals.
Do you offer independent financial advice?
Yes, we provide truly independent advice with access to the entire market, ensuring unbiased recommendations tailored to individual needs.
How are investments monitored?
Portfolios receive annual reviews with ongoing performance tracking. We proactively adjust strategies to reflect market changes and evolving client objectives.
