Wealth
Management
Making your wealth work for you and your family
Investment
Management
Creating a personalised portfolio of investments for you
One-Off
Assignment
Helping you plan for the future with confidence
Probate & Estate
Management
Protecting you, your wealth and your family
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Why Choose Partridge Muir & Warren?
Our competence and experience
Established over 50 years ago, we have gained the experience and competence to advise on most financial issues and can demonstrate a track record of successful outcomes for multiple generations of client. We have the insight to navigate you towards the achievement of your goals and steer you clear of financial pitfalls, ensuring you receive reliable financial advice.
Our dedication to personal service
Our scale and organisational structure is optimised to provide a personalised service to each and every client. Unlike most of our competitors, it’s not ‘one size fits all' at PMW. We will take the time to understand your unique needs and build a lasting relationship.
Our belief in what we do
We believe in what we do and we know that with very few exceptions, clients that join us stay long-term. That’s why we don't feel the need to charge high upfront fees; we expect new clients to remain with us long enough for us to recover the investment we make during the discovery and on-boarding process.
News and Insights
Financial Market Commentary – Review of Q1 2025 and Future Outlook
Simon Lewis, CEO of Partridge Muir & Warren, talks about how US policy uncertainty caused a steep decline in investor confidence during the first quarter of 2025 and explains how this decline has been further fuelled by the lack of economic credibility of Trump’s ‘Liberation Day’ tariff announcements.
Financial Commentary – Review of 2024 and Outlook for 2025
Simon Lewis, CEO of Partridge Muir & Warren reports on the performance of PMW portfolios in 2024 and the primary drivers of success. He also sets out PMW’s view on the investment outlook for 2025 and explains the likely impact of a Trump presidency on financial markets.
Financial Commentary – Verdict on the Budget and Update on PMW Portfolios
Simon Lewis, CEO of Partridge Muir & Warren provides an update on how PMW client portfolios have performed so far this year. He also gives PMW’s verdict on the UK budget and an analysis from an investor’s perspective of the imminent US election.