We’re very pleased to announce that as of 1 October 2021, we’re officially renaming the wealth management arm of our business to PM+M Financial Planning.
Our financial planning team, which is headed up by PM+M partner Antony Keen, provide a broad range of advisory services to both individuals and businesses across Lancashire and the wider North West region, covering pensions, investments, tax and estate planning, lifetime cashflow planning and protection. Our experts also work collaboratively with PM+M’s tax, corporate finance, accountancy and payroll specialists to support clients and their employees with personal financial matters.
Our transition to PM+M Financial Planning has been announced as we continue to roll out our ambitious growth strategy over the coming years, which begins with the active recruitment of some great new team members at adviser and paraplanner levels. We decided on PM+M Financial Planning as we felt this better reflects how our team of specialists can support clients who come from all walks of life.
As Antony Keen explains: “As a business, we constantly strive to find new ways of providing our clients with the most efficient solutions for their long-term financial planning goals. After much research and in-depth consultation, we decided that the term ‘wealth management’ was no longer a fair representation of what we do as it has connotations of being something only relevant to high-net-worth individuals. Our passion is helping everyone access sound advice so they can plan for a better future and ultimately achieve more, whatever that might be.”
For support with any financial planning matters, please get in touch with Antony using the button below.