PM+M Wealth Management Ltd

Independent Financial Adviser Greenbank Technology Park, Challenge Way, Blackburn, Lancs, BB1 5QB

First meeting at adviser's own cost

Response rating

10/10

20th May 2019

We can advise you on

Business
- Corporate pension
- Group pensions
- Group protection
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- Mortgage protection
- Residential
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning

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Meet our advisers

Antony Keen

Partner

Qualifications & Accreditations Hide qualifications

AwPETR - Award in Pension Transfers

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Tara Maynard

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

AF7 - Pensions transfers (CII)

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Neil Welsh

Financial Planner

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

AwPETR - Award in Pension Transfers

Laura Bolton

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Richard Hesketh

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

Certificate in Equity Release

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

FPFS - Fellow, Personal Finance Society (PFS)

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations

Where to find us

Greenbank Technology Park, Challenge Way, Blackburn, Lancs, BB1 5QB

Make an enquiry

About us

HELPING YOU MAKE THE MOST OF YOUR MONEY

No matter what your requirements are, PM+M can help identify your needs and provide a tailored solution that not only enhances your financial position but provides peace of mind that your hard-earned money is achieving more in every way possible.

Working collaboratively with our specialists in accountancy, tax, corporate finance and payroll, our wealth management team can help you to effectively plan for the future in a way that suits you.

Compliance

PM+M Wealth Management is authorised and regulated by the Financial Conduct Authority

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Business
- Corporate pension
- Group pensions
- Group protection
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- Mortgage protection
- Residential
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£125,000

Compliance

PM+M Wealth Management is authorised and regulated by the Financial Conduct Authority

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

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