Wealth Management

Giving you long-term security

The wealth management department at PM+M specialise in lifetime financial planning. Long-term planning of your finances involves careful assessment and forethought. With proven methods and decades of experience, we have the expertise to help you manage your money for years to come, giving you peace of mind and security.

We’re a specialist, independent and fully qualified team, highly skilled in all areas of investment and long-term wealth management, including:

  • Retirement planning
  • Estate planning
  • Inheritance planning
  • Investments
  • Lifetime cash flow and financial planning
  • Wealth protection and life insurance
  • Corporate pensions
  • Key man and shareholder protections

Here at PM+M, our various specialist departments work together to give you a unified and complete service. In our Blackburn and Burnley offices, our wealth management advisers are working alongside experts in areas such as trusts and tax planning, so the advice we give you is informed by their expertise too.

Lifetime financial planning

We aim to give you practical and sensible advice in a clear and understandable way. We’ll explain the complexities of the financial marketplace so you understand exactly what we’re talking about and advise you on the best ways to maximise and protect your wealth.

Our long-term financial planning involves first understanding your financial goals. We want to make sure you are getting what you need from our services, so we’ll plan your finances and end goals with you.

As lifetime financial planning is one of our areas of expertise, we hope to work with you and your family throughout future generations, managing inheritance and lifetime cash flow.

Individual client care

We enjoy getting to know our clients and specialise in providing personal solutions specific to your needs. We don’t believe in selling complicated, expensive products and schemes. We want to help you achieve your financial goals, so we fit what we do around your requirements. Our approach is based around regular review meetings and strategy planning so that you can be sure your money is protected.

We prefer to work on a fixed fee basis so there are no hidden costs. If you’d like a little more information about how we work and our process when we meet you, have a look at our financial planning summary.

We are always happy to discuss your financial plans with you. You can phone us for advice and to arrange a free exploratory meeting at our Blackburn and Burnley offices or at a place of your convenience.

PM+M Wealth Management is authorised and regulated by the Financial Conduct Authority and we are compliant with the new Retail Distribution Review (RDR) rules.

tony brierley