Financial Advisers Accrington
Our number one priority is to help you achieve more with your hard-earned money. Whether you’re taking the first steps on your financial journey, looking to invest for the future, or even planning for retirement, our expert advisers are committed to helping you achieve your financial goals. We provide detailed, tailored advice on everything from pension planning and investments to inheritance tax and estate planning, cashflow planning, and personal and business protection.
We appreciate that it can be challenging to find the time and information you need to plan for your retirement. Our expert financial advisers focus on providing the right pension advice at the right time, so you can gain full control of your finances, helping you to effectively maximise the value of your retirement funds when you need it most. With PM+M, you can be sure that your money is working hard today to help you achieve the future you deserve.
We provide unrivalled Inheritance Tax (IHT) planning services to help you pass as much of your estate as possible to your loved ones, while minimising the impact of your IHT bill, and ensuring that you can maintain maximum flexibility and control over any related financial arrangements. Each of our advisers has a wealth of expertise to assist you in exploring your financial options. Whether that’s arranging financial gifts, or opening a Trust to ensure that your money is passed to the right people at the right time – our team can help you safeguard your family’s future.
How your money is invested can make a significant difference in meeting your current and future financial objectives. Our specialist financial advisers always take the time to find out more about you and your goals before talking you through your various investment options to build the perfect plan for you and your family. No matter the value you choose to invest, you can always be sure your money is working hard today to fund whatever the future brings.
Experience in numbers
years of working with businesses and individuals from across the North West
PM+M specialists working in collaboration to support our clients
partners with expertise in all areas of audit, accounting and advisory, corporate finance, cloud accounting, financial planning, tax and payroll
Get in touch today to discover how we can help you achieve more
Meet Our Team
- Laura RichmondAdviser - Financial Planning
- T: 01254 604354
- E: email@example.com
- Tara MaynardDirector - Financial Planning
- T: 01254 604325
- E: firstname.lastname@example.org
- Neil WelshAdviser / Business Development Manager - Financial Planning
- M: 07866 563377
- T: 01254 604357
- E: email@example.com
- Ross WilliamsonTrainee Financial Adviser - Financial Planning
- T: 01254 350419
- E: firstname.lastname@example.org
Get in touch
We’d love to hear from you.
Please fill out the contact form below and a member of our team will be in touch with you soon.