Book your FREE virtual wealth management consultation

Book your FREE virtual wealth management consultation

With COVID-19 impacting businesses and individuals from across the globe, now is the time to begin financial planning for your future to ensure you can achieve your objectives. To assist with this, our specialists are offering FREE virtual one-to-one wealth management consultations (either via Zoom, Microsoft Teams, Skype or a phone call – whichever works best for you).

If you are interested in arranging a virtual consultation, please complete the booking form below. A member of our team will then contact you to arrange a consultation at a time that works for you.

Book your free virtual wealth management consultation

Please fill in the form below and a member of our team will be in touch to arrange a consultation at a time that works for you.

This is a free, initial consultation which, by its nature, may only be high level or generic and will not involve detailed work, review of documentation or the preparation of forecasts.  It should not be regarded as professional advice, such as that afforded to appropriately engaged clients of PM+M Wealth Management Limited. Neither PM+M Wealth Management Limited nor any partner, director, employee or agent of PM+M Wealth Management Limited, nor any associated organisation, accepts any liability in connection with the consultation.

The consultation is designed either to reassure you that further work is not needed or to recommend what is needed and agree the best course of action.  If you decide that you would like our support with any extra work required, our professional standards require us to issue an engagement letter and agree appropriate fees with you so that you have complete clarity as to the scope of the work involved and its cost.

PM+M Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.

    You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information, you have given your agreement to receive verbal contact from us.

    To view our legal privacy notices (including Standard Terms of Business), please click here.

    Stay Connected