Partridge Muir & Warren

About

Partridge Muir & Warren are Chartered Financial Planners based in Surrey. We have over 45 years experience providing bespoke solutions for private clients.

Story

Founded nearly 50 years ago, PMW has a long-established reputation for creating positive outcomes for its clients. Over that period much has changed, but one thing that has always remained consistent is our approach to our customers. We understand that our clients have placed their trust in us to help them achieve their financial objectives and we feel personally responsible for delivering what we have indicated they should expect. We also understand that financial success can mean different things to different people.

Some financial advisers may advise their customers to save as much as possible but we do not believe in working that way. We give advice that we believe best suits each client's needs: this can sometimes mean spending more to better enjoy their retirement, for example by splashing out on a holiday for all the family. Or we might be encouraging them to help pay off their children’s mortgages as an ‘advance’ on their inheritance.

Our understanding of our customers explains why some of them have been with us for more than 40 years, and on average we have been serving our current clients for 18 years.