When planning for the future it is easy to assume that we are all looking for the same when it comes to financial security. Many of us strive for a comfortable retirement, sufficient financial provisions for our dependants and legitimate ways to reduce our tax bill. Although it can be said that many of us have broadly similar financial aspirations, there is no place for generalisations when it comes to financial planning.
That is why at Partridge Muir & Warren we understand that, although broad aims may be similar, there is a crucial difference between each client's personal circumstances. By understanding everything we can about your current financial situation and long term goals, we are able to create highly tailored and individual solutions to help you achieve the financial future you desire.
Established in 1969, we are Chartered Financial Planners and Wealth Managers based in Esher in Surrey. We delivering genuinely independent advice by means of a highly personalised service. With over 45 year’s experience, we continue to believe that the cornerstone of our business is our consistent commitment to providing excellent customer care.
Through a combination of experience and endeavour we have developed a thorough understanding of personal financial planning, tax planning and investment management and we apply this knowledge efficiently to assist each client.
Our products
Wealth Management: A sophisticated and comprehensive service that takes care of all your financial planning and investment management needs.
Financial Planning: The cornerstone of our business, operating as either a singular process or a gateway to one of our review services.
Investment Management: A cost-effective advisory solution for clients with between £50,000 and £100,000 to invest, for both individuals and trustees.
Inform Billing is a privately owned and fully independent company offering billing solutions for telecoms, IT, VoIP, M2M/ IoT, managed print resellers and other subscription and event-based billing scenarios.
We are proud to be Cyber Essentials Certified and hold both the ISO 9001 and 27001 accreditations, emphasising our commitment to quality, operational excellence, and data security.
Established at the beginning of 2010, Inform Billing is regarded as a billing expert and a leading force in the industry. With a team of 40, providing services to over 300 UK resellers - billing a few hundred to several million pounds of service every month.
New to the market from Inform Billing, Inform Analytics powers telecoms and IT resellers to easily identify trends, reduce risks, increase profitability, and drive informed decisions. Providing a stand-alone range of business intelligence solutions, from a standard set of dashboards with a centralised and real-time view of relevant data, all the way through to a full bespoke ‘Analytics as a Service’ offering.
With a management team boasting more than 50 years’ experience in both telecoms billing and the general billing market, we pride ourselves on our vast market knowledge and ability to provide a wide range of billing services that deliver real benefits to our customers. As well as developing billing software, we also act as consultants to our clients, adding value to your business wherever we can.
Continuing to push boundaries and set new standards, Inform Billing are honoured to be recognised as industry leaders through their ongoing accomplishments, these include winning:
• Software Vendor of the Year, Technology Reseller Awards 2023
• Vendor Sales and Account Management Team, Channel Champions Awards 2023
• Vendor Technical Support and Engineering Team, Channel Champions Awards 2023
• Best Billing Solution, Comms National Awards 2023
Chartered Wealth Management is an independent Wealth Management and Financial Planning consultancy firm based in Manchester and London.
We work with individuals, families, trustees and corporate entities throughout the UK.
We have a team of Chartered Financial Planners & Wealth Managers meaning that our clients enjoy the peace of mind of knowing that they are receiving advice from a team that have achieved the gold status in the industry.
CWM has been built on the philosophy of “Trust in Excellence”.
This has been reinforced by delivering outstanding service to our clients and their families in an environment based on mutual respect and trust.