Achieve more in the long term
How your money is invested can make a huge difference in meeting your current as well as future needs and objectives.
Our team of specialist advisers will listen to your needs and talk you through your investment options, helping you build the perfect investment plan for you and your family.
No matter what value you choose to invest, with PM+M you can rest easy knowing that your money is working hard today to fund whatever the future brings.
PM+M Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.
Here’s what you can expect
- Advice tailored to you
We work with you to establish your time horizon and attitude to investment risk, so that we can understand your financial objectives and provide tailored advice
- Diversified portfolios
Building your portfolio to represent a blended and multi-asset approach, reducing your exposure to risk and generating the returns you need
- Support throughout your journey
Our team of experts are on hand to assist you throughout the entire investment lifecycle, ensuring that you remain in control at every stage
- James McIntyreDirector - Wealth Management
- T: 01254 604340
- E: firstname.lastname@example.org
- Laura BoltonFinancial Adviser - Wealth Management
- T: 01254 604354
- E: email@example.com
- Tara MaynardFinancial Adviser - Wealth Management
- T: 01254 604325
- E: firstname.lastname@example.org
- Neil WelshFinancial Adviser / Business Development Manager - Wealth Management
- T: 01254 604357
- E: email@example.com
What our clients have to say
PM+M have always been friendly, professional and honest in all my dealings with them and I fully intend to place my trust, and pension fund, with them in the future.David Fleming