Get Started Today

Please fill out the form below and a member of our
team will be in touch with you soon.

    banner image

    Utilise our cashflow planning tools to achieve the future you deserve

    Helping you achieve more through careful planning

    Successful management of cash and assets is an essential component of life and ensuring you stay on track to achieving your financial goals, such as buying a holiday home, paying for school / university fees and being able to retire when you want to.

    Working in collaboration with our tax and corporate finance teams, our financial planning specialists spend time with you to understand your objectives and use our lifetime cashflow planning tools to devise a strategy to help you achieve them.

    The Financial Conduct Authority does not regulate lifetime cashflow planning.

    I have dealt with PM+M since 2011; both pre- and post-retirement.

    I find that technical matters are explained clearly and agreed actions are implemented promptly.
    Brian Hartup

    Here’s what you can expect

    • image
      A focus on you

      Understanding your current situation and future goals to build a plan focused on helping you achieve them

    • image
      Regular review meetings

      Revisiting your finances to ensure they stay on track, no matter what happens

    • image
      “What if” thought process

      Making sure your finances are capable of dealing with all eventualities and helping you make the right decisions for your future

    Speak To An Expert

    For an initial consultation with one of our specialists, feel free to give us a call on 01254 679131 or email us on, and one of our team will be happy to arrange an appointment.

      You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information, you have given your agreement to receive verbal contact from us.

      To view our legal privacy notices (including Standard Terms of Business), please click here.

      Stay Connected