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.Brian Hartup
I find that technical matters are explained clearly and agreed actions are implemented promptly.
Here’s what you can expect
- A focus on you
Understanding your current situation and future goals to build a plan focused on helping you achieve them
- Regular review meetings
Revisiting your finances to ensure they stay on track, no matter what happens
- “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 firstname.lastname@example.org, and one of our team will be happy to arrange an appointment.