- The Christian Heritage Centre at Stonyhurst
Our client, a charity that had lost confidence in the financial information being produced, required advisers with the right expertise to restore their confidence.
- The Grid Factory Limited
Our client, a growing small-to-medium-sized business, was struggling with manual financial processes.
- Safespaces (Cornholme) Limited
Our client approached our corporate finance team to help them find a suitable buyer for their healthcare firm.
- Your Castle Caretakers
Our client, a provider of cleaning / janitorial services to the education sector, approached us to help them find a suitable buyer for their business.
- Project Gift Aid
Our client, a newly established charity, approached us for cloud accounting advice and support
- 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 North West.
- 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.