Financial Advisers Preston
We take pride in helping you achieve more with your hard-earned money. Whether you’re just starting out on your financial journey, looking to invest for the future, or planning for retirement, we’re here to provide the expert guidance you need to achieve your financial goals. Our expertise encompasses everything from pension planning and investments to inheritance tax and estate planning, cashflow planning, and personal and business protection.
We know how challenging it can be to find the time to plan for retirement. Getting the right pension advice as early as possible is crucial to gaining full control of your finances, so you can maximise the value of your retirement funds when you need it most. Our expert financial advisers are dedicated to helping you make the right decision at the right time, so you can be sure your money is working hard today to help you achieve the future you deserve.
Our Inheritance Tax (IHT) planning services help you to pass as much of your estate as possible to your loved ones, while minimising the impact of your IHT bill. Crucially, it means you can maintain flexibility and control over any related financial investments. Our advisers draw on a wealth of expertise to explore all your available options; from arranging financial gifts, or opening a Trust to ensuring that your money is passed to the right people at the right time, ultimately safeguarding 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 always start by taking the time to get to know you and understanding your current needs. We then use these conversations as the basis for explaining your various investment options and helping you build the perfect investment plan for you and your family. Whatever value 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
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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