Helping you to invest with confidence

Whether you’re an individual or corporate investor, it’s hard to find reliable information about whether or not to take the plunge and invest. In the current financial market, investing may seem especially risky with low interest rates and taxes on the increase. When you’re given conflicting advice by the media, we can understand your worries about making mistakes with your life savings and investments.

But with our expert risk management, business planning and investment reviewing, making a safe and lucrative investment with good returns is far less daunting. We have years of practical experience in investing and in long-term wealth management. Our specialists in wealth management, trusts and corporate finance work together to advise you on how best to invest your money.

We can give you advice about investing in:

  • Unit trusts
  • Investment trusts
  • OEICs
  • Individual Savings Accounts (ISA)
  • Personal Equity Plans (PEP)
  • National Savings
  • Insurance bonds – offshore / onshore
  • Discretionary management portfolios
  • VCTs

Our fully qualified team can support you with both the pre and post investment stages to give you security in your investments.

Personal and individual advice

We like to get to know our clients. This is incredibly important when it comes to your investments. Once we know your exact situation and understand your personal financial goals, we can tailor our work to your situation and give you personal advise you on how best to invest.

We’ll help you with the decision making process by considering your attitude to risk, when you plan to release income and how much, and what access to capital is required. Then we can begin designing a business plan with you. We are experts at long-term financial planning, so we’ll liaise with our tax team and look ahead to check for unexpected liabilities, the reliability of your future earning and cash flow, and plan investor exit routes.

Regular Reviewing

Our long-term financial planning is based on regular reviews of your portfolio. When you’ve decided on your chosen investment, we will keep an eye on it for you. Effective monitoring means that we can better advise you on decision making, determine the safety of your assets and predict future performance, ultimately getting you better returns on your investment. We’ll contact you immediately if it looks like there might be a problem. 

We’re always happy to discuss your investment plans with you. Contact us by phone or come to chat with us at a free exploratory meeting at either our Blackburn or Burnley offices.

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