PM+M CHARTERED ACCOUNTANTS - HELPING BUSINESSES AND INDIVIDUALS ACHIEVE MORE IN MORECAMBE
We now have more than a century of experience behind us here at PM+M, providing award-winning services to clients in Morecambe and across the North West. We have a proven track record of success in all areas of accounting, audit and advisory, corporate finance, financial planning, payroll, tax, and private client work. At all stages, we ensure that our clients can always expect an outstanding level of service, including unrivalled knowledge and a forward-thinking approach.
Financial Planning Services
FINANCIAL PLANNING ADVICE MORECAMBE
Each of our advisers draws on a wealth of personal experience to help you achieve more with your money, whatever your situation or financial goals. Our Morecambe financial planning advisers work collaboratively with our specialists in accountancy, corporate finance, and payroll and tax, pooling our in-house expertise to deliver a joined-up service that helps you and your family plan for the future in a way that suits you. Read more
PENSIONS ADVICE MORECAMBE
If you’re looking for the best pensions advice in Morecambe, you’re in exactly the right place. At PM+M, we understand all too well that it can often be hard to find the time and information you need to plan for your retirement. That’s why a key priority of ours is to provide you with the right pension advice at exactly the right time. This helps you to gain full control of your finances, and maximises the value of your retirement funds just when you need them most. Read more
INHERITANCE TAX PLANNING MORECAMBE
We’re committed to helping you safeguard your family’s future, and we do that by providing the very best Inheritance Tax (IHT) planning services in Morecambe. Here, one of our experts will sit down with you to explore a range of options to minimise the impact of your IHT bill, and ensure that you can maintain maximum flexibility and full control over any related financial arrangements. We’ll advise you on the best solutions according to your circumstances – for example, you may choose to arrange financial gifts for your loved ones, or even open a Trust to ensure that your money is passed to the right people at the right time. Read more
INVESTMENT ADVICE MORECAMBE
Our specialist financial advisers are passionate about providing you with the very best investment advice in Morecambe – not least because we know that how your money is invested can make a decisive difference to how well it’s able to meet your current and future needs. During the early stages of your case, we’ll first sit down with you to discuss what we think may be the best investment options for you, so that you can build the perfect plan for you and your family. Whatever value you choose to invest, you can always be sure that your money is working hard today to fund whatever the future brings. Read more
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
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