Wealth Management
We’re financial planners – fee based, independent and free thinking. Our aims are to understand your goals, plan your finances, give you peace of mind and work with you and your family for the long term.
We are staffed by a team of highly skilled investment professionals, headed up by Tony Brierley, an experienced, qualified chartered accountant with many years of financial planning experience.
Providing practical and sensible advice, we help our clients to understand the complexities of the financial marketplace and advise them on the best ways to maximise and protect their wealth. We can help you with:
- Retirement planning
- Estate planning
- Investments
- Lifetime cash flow and financial planning
- Wealth protection and life insurance
- Corporate pensions
- Key man and shareholder protection
We enjoy getting to know our clients and specialise in providing bespoke solutions, designed to help you achieve your financial goals. We don’t believe in selling complicated, expensive products and schemes. We tailor what we do around your requirements. Our approach is based around regular review meetings, planning and providing practical advice in a clear and understandable way. We prefer to work on a fixed fee basis so there are no hidden costs.
What’s more, our links with other specialist teams, including trusts and tax planning experts, within PM+M enables us to offer you an integrated and seamless service.
PM+M Wealth Management is authorised and regulated by the Financial Services Authority.
