Financial Advisers Burnley
Our goal is to help our clients achieve more from their 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 can provide the guidance you need to achieve your financial goals. We provide in-depth, tailored advice on everything from pension planning and investments to inheritance tax and estate planning, cashflow planning, and personal and business protection.
Pensions Advice Burnley
Our expert financial advisers know how challenging it can be to find the time and information you need to plan for your retirement. Getting the right pension advice as early as possible is paramount to gaining full control of your finances, helping you maximise the value of your retirement funds when you need it most. Our pension advisers are committed to helping you make the right decisions at the right time to ensure your money is working hard today to help you achieve the future you deserve.
Inheritance Tax Planning Burnley
Our Inheritance Tax (IHT) planning services help you pass as much of your estate as possible to your loved ones, while minimising the impact of your IHT bill and enabling you to maintain flexibility and control over any related financial arrangements. With a wealth of expertise at our disposal, our advisers are on hand to help you explore all the options available to you, including arranging financial gifts, or opening a Trust to ensure that your money is passed to the right people at the right time to safeguard your family’s future.
Investment Advice Burnley
How your money is invested can make a huge difference in meeting your current and future financial objectives. Our specialist financial advisers take the time to get to know you and your goals, before talking through your investment options and helping you build the perfect investment plan for you and your family. Whatever amount you choose to invest, with PM+M, you can be sure that your money is working hard today to fund whatever the future brings.
Experience in numbers
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years of working with businesses and individuals from across the North West
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PM+M specialists working in collaboration to support our clients
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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
Neil WelshAdviser / Business Development Manager - Financial Planning- M: 07866 563377
- T: 01254 604357
- E: neil.welsh@pmm.co.uk
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.
