Financial Advisers Bury
Whether you’re taking the first steps on your financial journey, looking to invest for the future, or even planning for retirement, our expert financial advisers are here to help. With more than 100 years of industry experience, we focus on helping you ensure your hard-earned money is achieving more in every way possible. Whether you need help with pension planning, investments, tax and estate planning, cashflow planning or personal and business protection, you can rely on us to support you with in-depth advice that’s tailored to your requirements.
In today’s busy world, it can often be a challenge to find the time and information you need to plan for your retirement. Getting the right pension advice as early as possible is crucial to gain full control of your finances, and maximise the value of your retirement funds when you need it most. Our team of pension advisers are dedicated to helping you make the right decisions at the right time, giving you total peace of mind of your financial future.
Our Inheritance Tax (IHT) planning services are primarily focused on helping you pass as much of your estate as possible to your loved ones, minimising the impact of your IHT bill, while ensuring that you maintain flexibility and control over any related financial arrangements. Drawing on our wealth of expertise, our advisers are here to help you explore all your options, including arranging financial gifts, or opening a Trust to ensure that your money is passed to the right people at the right time. We’re committed to helping you make an efficient, effective inheritance tax plan that safeguards your family’s future.
Making the right decision about how your money is invested can make a huge difference in meeting your current needs and future objectives. Our specialist financial advisers will listen to your specific needs and talk you through your investment options, helping you to build the perfect investment plan for you and your family. No matter the amount you choose to invest, with PM+M, you can rest assured that 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
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