PM+M Wealth Management is a leading North West firm of financial advisers.

As part of the wider chartered accountancy and business advisory group, PM+M, it has deep roots in Lancashire. It is respected for its client work, expertise and forward-thinking approach to financial planning.

The firm’s five financial advisers, supported by an experienced team of paraplanners and administrators, provide services to businesses and individuals and their families across all areas of pensions, investments, tax and estate planning, lifetime cashflow planning and business protection.

The advisers work closely with clients, many of whom have been with the firm since its launch in 2019, to understand their objectives, future plans and attitude to risk before carefully constructing tailored financial planning and investment strategies.

PM+M Wealth Management’s outstanding reputation means many clients are gained through personal recommendation. Clients benefit from the firm’s vast wealth management experience and complete independence, which means advisers are able to make decisions with clients’ best interests at heart.

Working collaboratively with the firm’s tax, corporate finance, accountancy and payroll teams, advisers are committed to delivering a relationship-focused approach, with regular updates and ongoing communication being priorities.