Wealth management, tax and corporate finance advice
PM+M had been auditing my company accounts for a number of years, so upon my early retirement, I chose them to help manage my retirement funds.

Tara Maynard was my allocated adviser, and I found her to be friendly, very knowledgeable and experienced.

Tara handled my concerns and worries regarding future financial stability with professionalism and understanding. She kept me up to date at every step of the process and expertly allayed my fears regarding my investments as much as possible.

I regard PM+M as professional, understanding and a firm that values each client as an individual.
Our client

About our client

‘Dave’ had a trusted relationship with PM+M’s personal tax team however he had not taken any financial advice for a number of years. Due to ill health and pressures of business life, Dave felt conflicted between the familiarity of the business and the uncertainty of life after work, not knowing whether he could afford to step away.

Dave sought peace of mind and the reassurance that his evolving income and capital needs could be met, allowing him to gain precious time now and enjoy the nicer things in life going forward.

How PM+M helped

Tara Maynard, a financial adviser in our wealth management team explored, challenged and prioritised the future income and capital needs of Dave and his family without judgement and with an awareness that everybody’s needs are different.

Cashflow modelling was used to demonstrate and prove to Dave and his wife that retirement was affordable, giving him the permission to exit the business and them both the relief that they could look forward to the future.

Dave acknowledged that over time his requirements would change, but with the awareness that he had trusted advisers on hand from PM+M to support and guide him throughout his retirement journey. Dave now feels that his financial future is no longer a threat but a means to let him and his family enjoy life.

THE OUTCOME

  • SENSE OF RELIEF
    Our client was pleased to learn that exiting the business within the next few months was viable and gave him the choices that brought financial freedom and control
  • SUPPORT AT EVERY STAGE
    PM+M’s ‘under one roof’ team of experts meant that we could support Dave in all areas – we provided financial planning advice, managed the sale of his company shares and delivered integrated tax advice
  • SOLUTION FOCUSED
    By putting Dave first, PM+M were able to identify his needs and challenges, and overcome his doubts by building a team of specialists around him to help sell the business and guide Dave in his retirement
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