PMC Financial Planning

Independent Financial Adviser  1160 Elliott Court, Coventry, West Midlands, CV5 6UB
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FCA authorised
Last authorised 22nd February 2021
Independent and impartial financial planning advice. 25 year's experience in the financial services industry.
We can advise you on
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MR Peter McNulty APFS
Chartered Financial Planner
About us

PMC Financial Services Limited is authorised and regulated by the Financial Services Authority.
We provide Independent Financial Planning Advice to individuals and business owners throughout with offices in London and Coventry.

Our vision and values
We continually search for better value and choice, and are agile enough to respond to opportunities quickly.
As a result, our clients become better informed, confident and empowered to reach their financial goals.
We achieve this by using the latest technology to provide straightforward and transparent advice in a simple and convenient way.

Our services

We provide a thorough financial planning service, focusing on what is important to our client's, their goals, their fears.
We do not feel that we can serve our clients well until we have a detailed knowledge of them, their values, their expectations.
We aim to provide cost effective solutions with an investment philosophy grounded in academic research.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

1160 Elliott Court, Herald Way, Coventry Business Park, Coventry, West Midlands, CV5 6UB

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