Partridge Muir & Warren

What Partridge Muir & Warren does

Partridge Muir & Warren Ltd (PMW) is a privately held, FCA-authorised Chartered Financial Planner founded in 1969 and headquartered in Esher, Surrey. The firm delivers integrated wealth management, investment management, financial planning, tax, and estate services to affluent individuals, families, retirees, and professionals across the UK, with a geographic concentration in London and the South East. Service delivery is relationship-led and high-touch: clients typically enter via a no-obligation consultation, then receive ongoing holistic advice supported by an in-house multidisciplinary team of financial planners, tax advisers, investment administrators, STEP-qualified estate specialists, and in-house solicitors via wholly-owned subsidiary PMW Legal Limited.

The firm's product surface spans Financial Advice, Wealth Management Service (WMS), Investment Management Service (IMS), One-Off Assignment (OOA), Tax Services, Probate and Estate Planning, Will Writing, Trust Services, Lasting Powers of Attorney, Retirement Planning, Estate Administration, and Probate Management. Underlying technology is conventional — no proprietary platform, no disclosed AI/ML, no integrations and no patents; the stated competitive proposition is human expertise and Chartered status rather than technology differentiation. Distribution is exclusively direct: in-person consultation at the Esher office plus secure remote/digital consultations serving clients across Surrey, Sussex, Hampshire, Buckinghamshire, Berkshire, Kent, and Oxfordshire, with UK-wide reach.

PMW operates as a private limited company (registered in England and Wales, company number 952508) with no parent company, no disclosed funding rounds, and no public listing. Revenue derives from a mix of recurring AUM-based or fixed advisory fees for ongoing wealth and investment management, supplemented by fees for one-off assignments and professional services in tax, probate, and legal work. Pricing is not publicly disclosed; all charges are explained after an initial consultation. The firm is led by CEO Simon Lewis and has accumulated multiple industry awards, including City of London Wealth Management Awards (held continuously since 2018) and Advisory HQ Best UK Independent Adviser (held for four consecutive years).

Name

Partridge Muir & Warren

Legal name

Partridge Muir & Warren Ltd

Website

https://pmw.co.uk

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

11–50 employees

Short description

Partridge Muir & Warren is a UK Chartered Financial Planner founded in 1969, based in Esher, Surrey, providing integrated wealth management, investment, tax, and estate planning services to affluent individuals, families, and professionals across the UK, with concentration in the South East.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Independent financial advice
• Chartered financial planning
• Wealth management services
• Estate administration services
• Tax planning services

Headquarters

HQ city

Esher

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Services: Ongoing holistic financial planning and investment management services, likely charged as a percentage of assets under management or fixed fee arrangements based on service complexity.
2. Investment Management Services: Independent investment expertise aligned with client aspirations and values, providing strategic portfolio management.
3. One-Off Assignment (OOA): Expert support for specific financial events, assets or one-time needs with no ongoing commitment required.
4. Probate and Estate Planning: Estate and legacy planning services including will writing, lasting powers of attorney, trust setup, and probate management.
5. Tax Services: Personalised tax planning and compliance integrated with wider finances, including self-assessment returns and trust tax reporting.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Partridge Muir & Warren delivers independent, Chartered financial planning, wealth management, and investment management services to individuals, families, and professionals across the UK. The firm's integrated offering combines ongoing holistic financial advice and portfolio management with complementary tax, probate, estate planning, will writing, trust, and lasting powers of attorney services provided by in-house specialists.

Product overview

Partridge Muir & Warren (PMW) operates as a chartered financial advisory firm offering a unified suite of financial planning and wealth management services from its Surrey base. The core offering centres on personalized Financial Advice and Wealth Management Service (WMS), complemented by Investment Management (IMS), Tax Services, Probate and Estate Planning, Will Writing, and Trust Services. Services are delivered through an in-house team of financial planners, tax advisers, investment administrators, and legal specialists working collaboratively to provide integrated, end-to-end financial guidance for individuals and families.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advice Personalised guidance to help clients plan, protect and manage their finances, covering individual circumstances, goals and values. Targeted at individuals, families, and professionals seeking bespoke financial advice.
• Wealth Management Service (WMS) Holistic financial planning and investment service tailored to clients' life goals, providing ongoing management and reviews. For affluent individuals and families seeking long-term wealth preservation and growth.
• Investment Management Service (IMS) Independent investment expertise aligned with client aspirations and values, including strategic portfolio management. For clients seeking whole-of-market portfolio management without bundled advice.
• One-Off Assignment (OOA) Expert support for specific events, assets or one-time financial needs without ongoing commitment. For clients who need targeted advice on a particular financial matter.
• Probate and Estate Planning Estate and legacy planning with practical probate support to protect family and wealth. For individuals and families planning inheritance or administering an estate.
• Tax Services

Quantifiable outcome

• Clients remain with PMW for an average of over 20 years
• +1 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Killik & Co: Independent UK wealth manager providing bespoke financial planning, investment management, and tax/estate services to HNW individuals and families — directly comparable boutique model.
• Rathbones Group: UK-listed wealth manager providing discretionary investment management, financial planning, and tax/estate services to HNW individuals and families — directly comparable service mix and target client to PMW.
• Brooks Macdonald: UK wealth manager offering discretionary portfolio management, financial planning, and tax services to HNW clients across the country; comparable scale and service mix to PMW.
• Quilter Cheviot: Discretionary investment management and financial planning arm of Quilter plc, serving HNW individuals, families, and charities — comparable offering and client base to PMW.
• Charles Stanley: UK wealth manager providing investment management, financial planning, and tax services to private clients; directly comparable service model and affluent client base.
• Evelyn Partners (formerly Tilney): Leading UK wealth management and professional services firm offering investment management, financial planning, tax, and estate planning to HNW clients — directly comparable integrated offering.
• Brown Shipley: UK private bank and wealth manager offering investment management, financial planning, and estate planning to HNW clients — comparable integrated offering and affluent client segment.

Broad incumbents

• Brewin Dolphin (now RBC Wealth Management UK): Major UK private wealth manager offering investment management and financial planning; comparable HNW client focus but larger national and now international (RBC) footprint.
• Fidelity (UK Personal Investing): Large incumbent offering wealth management, financial planning, and platform services to UK mass-affluent and HNW clients; partial overlap with PMW but broader, more standardized, and platform-led.
• St. James's Place: Largest UK wealth manager serving affluent and HNW clients through a national adviser network; competitor in the same client segment as PMW but with very different scale, listed PLC structure, and restricted product panel.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/pmwesher
• LinkedInlinkedin.com/company/partridge-muir-&-warren-ltd
• Instagraminstagram.com/pmwesher
• Xx.com/PMWEsher

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Partridge Muir & Warren