Welcome to our website. Here are a few things you need to know about our legal and privacy notices before we go any further.


PM+M takes the privacy of your information very seriously. As part of our ongoing commitment to be transparent about how we use your data and keep it safe we have developed a number of privacy notices, which can be accessed using the links below. These may be updated from time to time, so please check them each time you visit the website.

PM+M client privacy notice

Enquiry and mailing list privacy notice

Candidates privacy notice

Website data and cookies

Data protection policy

Annual probate diversity survey results

Our COVID-19 compliance and visitor charter



Our Standard Terms of Business can be accessed via the following link.

If you would like a hard copy or large print copy of any of the above notices, please email sharon.trebilcock@pmm.co.uk.



PM+M is committed to providing high quality, proactive and responsive professional advice. Feedback, both good and bad, is welcomed as an opportunity to improve our services to you. To find out more about our complaints procedure, please click here.



All information provided in this website, including that contained in a blog, has been prepared for general information and illustration purposes and does not establish, in any form, a business or professional services relationship between the reader and the author, PM+M itself, or it’s associated businesses * (“associated businesses” shall mean PM+M Wealth Management Limited, PM+M Corporate Finance Limited, PMM (Holdings) Limited and PM+M Limited)

Although we have taken due care in the preparation of all information contained in this website and/or any blog, any reliance on the information is solely at the user’s risk. You should always take professional advice in relation to your circumstances and the information in this website and/or any blog should not be used as a substitute for consultation with professional accounting, tax, legal or other relevant advisers. Before making any decision or taking any action, you should consult a professional adviser. PM+M accepts no responsibility for any errors or omissions, or for the results obtained from the use of any information obtained from this website and/or any blog, and PM+M accepts no liability for any loss (whether personal or business) resulting from reliance on any information contained in this website and/or any blog, even if advised of the possibility of such damages.

All information in this website and/or any blog is provided “as is”, with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information, and without warranty of any kind, express or implied, including, but not limited to fitness for a particular purpose. Nothing herein shall to any extent substitute for the independent investigations and the sound technical and business judgment of the reader.

PM+M understands the importance of protecting children’s privacy, especially in an online environment. Our sites are not intentionally designed for or directed at children 13 years of age or younger. It is our policy never to knowingly collect or maintain information about anyone under the age of 13.



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

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

PM+M Wealth Management Limited’s Financial Conduct Authority number is 459324.



This PM+M website contains links to other third-party services and websites. PM+M cannot provide any warranty (implied or otherwise) as to the accuracy or source of information contained in those websites or information you may download. Links from the PM+M website to third party websites do not constitute any endorsement of these third-party organisations or companies. Our online privacy statement applies only to the personal data collected via this website (www.pmm.co.uk). We are not responsible for the privacy practices of other sites and would encourage visitors to check the privacy policy of every site they visit. PM+M does not warrant or offer any assurances that any third-party website is compatible with any user’s computer equipment or network through which access to the third-party website is gained or that the use of the third-party website will not lead to viruses or similar destructive software. Users are responsible for ensuring that their own equipment has appropriate security and virus protection features.

Third parties may submit comments for publication on the website or to any blog. Any such comments are submitted on the basis that PM+M will review and may edit such comments, and that not all submissions will be published. Publication is entirely at the discretion of PM+M. Any third-party comments published on the website or via a blog (whether edited or not) are third party information for which PM+M takes no responsibility and disclaims all liability, and the above disclaimer applies to any such third-party comments.



In order to effectively provide our professional services, sometimes PM+M engages in activities with third party service providers and other members of the firm’s international alliance, Praxity.  We will share your personal data with third parties where we are required to by law, where it is necessary to administer the relationship between us, where we have your consent or where we have another legitimate interest in doing so. We will never sell your personal information to third parties.

Where PM+M engages the services of subcontractors they will be subject to a data processor agreement, which details their obligations, responsibilities and liabilities in respect of data protection, and the terms agreed for processing any personal information disclosed by PM+M.

PM+M is also subject to professional auditing to ensure that we are complying with certain professional standards and procedures as well as reviewing and monitoring by the Institute of Chartered Accountants in England and Wales.  Any information collected may also be disclosed to HM Revenue and Customs or other regulatory authorities.  Personal data may also be disclosed to our professional indemnity insurers or fee protection insurers.

PM+M has technological and operational security policies and procedures in place to protect your personally identifiable information from loss, misuse, alteration or unintentional destruction. Our personnel who have access to the data have been trained to maintain the confidentiality of such information.



You may at any time amend or update your personal information or request us to stop using your personal data for direct marketing purposes by contacting us at enquiries@pmm.co.uk.



We keep our privacy notices under regular review and we will place any updates on this web page. This privacy notice was last updated 25 March 2021.



Please contact us if you have any questions about this privacy policy or information that we hold about you.

Terri Green – Manager, Marketing and Business Development
By telephone: 01254 679131
By email: terri.green@pmm.co.uk
In writing: PM+M Solutions for Business LLP. New Century House, Greenbank Technology Park, Challenge Way, Blackburn,  BB1 5QB


© 2020 PM+M. All Rights Reserved

PM+M Limited Registered in England, Company Registration Number: 03661915
PM+M Solutions For Business LLP Registered in England, Registered Number: OC311588
PM+M Corporate Finance Limited, Registered in England, Company Number: 03661920
PM+M Wealth Management Limited, Registered in England, Company Number: 03626554.

All Registered Offices: New Century House, Greenbank Technology Park, Challenge Way, Blackburn, BB1 5QB