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Partridge Muir & Warren Ltd Simon Lewis, CEO for Partridge Muir & Warren, provides his latest thoughts on what is happening in global financial markets. Simon Lewis, CEO of Partridge Muir & Warren, reflects on what happened to global financial markets in 2021 and sets out our expectations of 2022. He is happy to report on the favourable outcomes achieved by PMW clients and concludes that they can look forward to the year ahead with confidence. Watch the video below to find out more.
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Partridge Muir & Warren Ltd (PMW) is a Chartered Financial Planning and Wealth Management company that builds on a heritage of over 50 years. Based in Esher, Surrey, we specialise in delivering genuinely independent advice by means of a highly personalised service. Our clients include private individuals, families, charities and professionals, and we believe that the cornerstone of our business is our consistent commitment to providing excellent customer care.At PMW we know that protecting your wealth is important to you, and that is why we make it our personal responsibility to craft strategic financial plans that are personalised to you and your family.
Here you will learn about the people, culture and capabilities that make our company unique. Running a business can be challenging and I feel I have learnt a lot since the days when my enthusiasm exceeded my experience. There is no doubt in my mind that the key to success is having a great team of people delivering an honest and sound proposition; I believe this helps to explain why most of our current clients have been with us for over 20 years.
Have you been saving for years to accrue wealth that you would like to pass on to your family? Or perhaps you have an investment portfolio that isn't performing as you would have hoped? Either way, if you have significant savings or investments, an important step to ensuring you keep your wealth in good health is to instruct a chartered financial planner.
As part of our commitment to offering a personalised service to our clients, we have developed an App for iPhones and iPads which will give you instant digital access to your important documents. The App will also enable you to easily access our CEO Insights without having to visit our full website.
Reviews (5)
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Bob Turnbull
May 08, 2021
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.
Keith Mitchell
Mar 07, 2021
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
Feb 27, 2021
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.
Caroline Thomas
Jul 12, 2018
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.
Heather Angell
Dec 09, 2017
Extremely professional and supportive every step of the way. A pleasure to deal with!