- Case study – Court of Protection
Our client approached our Financial Planning team for assistance with the Court of Protection.
- Hamilton Heath Estates
Hamilton Heath Estates is a well-respected commercial property company in the Northwest.
- Blackburn Foodbank
Blackburn Foodbank is a charity helping local people in crisis, providing food, money and benefits advice to those who need it.
- Case study – Project CBILS
Our client approached our funding team for advice on how to quickly access funding to help the business invest in a new IT system and move to larger premises.
- ‘Mr and Mrs Smith’
Our clients ‘Mr and Mrs Smith’, a married couple who had recently retired, were trying to understand how they would meet their needs in retirement.
- ‘Dave’ the business owner
Our client, a business owner of over 25 years, sought financial advice to understand when and if he could retire with a seamless exit from the business.
- Project Hospitality
Our client, a software development business operating within the hospitality industry, approached PM+M in regards to potentially submitting a R&D tax credit claim.
- Project Cloud
Our client, a growing business involved in on-site installations, approached us for cloud accounting advice and support.
- Fletchers Solicitors
Established since 1987, Fletchers Solicitors is a North West based legal firm specialising in medical negligence, serious injury and motorcycle accidents.
- JL & J Pate
JL & J Pate is a farming partnership based in Gisburn.