Protecting you, your family and your business, no matter what happens
Life is unpredictable and ensuring that you have the right life and critical illness cover can be vital in protecting the financial security of your family.
If you run a business, it’s also vital to ensure that financial stability is protected from catastrophic events such as the death of a key employees or stakeholder. Getting the right mix of critical illness cover, death in service benefit, key person and shareholder protection insurance is an essential part of safeguarding the future of your business and the financial security of your family.
With significant experience in the provision of personal and business protection advice, our wealth management experts are ideally placed to guide you towards a solution that works for you, your family and your business.
PM+M Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.
Here’s what you can expect
- Full review
Understanding both your business and personal position to identify what kind of protection you need, and explaining all your options to help you make the right decisions
- Protection for all needs
Safeguarding your family and business through providing the perfect combination of critical illness and life cover protection
- Regular face-to-face meetings
Making sure that your cover is up to date and flexes to meet changing circumstances
- James McIntyreDirector - Wealth Management
- T: 01254 604340
- E: email@example.com
- Laura BoltonFinancial Adviser - Wealth Management
- T: 01254 604354
- E: firstname.lastname@example.org
- Tara MaynardFinancial Adviser - Wealth Management
- T: 01254 604325
- E: email@example.com
- Neil WelshFinancial Adviser / Business Development Manager - Wealth Management
- T: 01254 604357
- E: firstname.lastname@example.org
What our clients have to say
I would not hesitate to recommend PM+M and their services to anyone.Jeremy Buckley, Specialist Lines Adjusting Ltd