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Based in Blackburn
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As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Having worked within financial services since 1987 and as a financial adviser since 1998 I have a breadth of knowledge and experience to help my clients identify and achieve their needs and objectives. Joining PM+M in early 2016 I was able to continue to look after my own loyal bank of personal clients, as well as developing new client relationships through my network of connections, supported by the strength and credibility of the PM+M offering. I am passionate about what I do, professional in how I do it, and very happy to support the firm and the talented people I work alongside as they deliver a full-service accountancy provision to clients throughout the North West If you require retirement planning/investment planning/personal or business protection/tax planning advice I would be delighted to assist. Our first meeting is free of charge and designed to get a feel for how I may help, and I usually can, as well as explain the next steps and how any future plans would be implemented. I would recommend that you don't feel put off from taking that first step and getting in touch as PM+M's charging structure delivers superb value for money. Away from work I have been chairman and coach of Cycle Sport Pendle, chair of governors at Rosegrove Nursery and Infants Schools and am currently a Year11 mentor at Shuttleworth College through the Burnley Bondholders scheme that PM+M are involved with. I am father to Caitlin and Evan, and will also admit to being a Burnley FC season-ticket holder (don't hold it against me!)
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Once your needs and objectives have been identified and explored an advised solution is required. Financial advice from qualified experts is not free, but my aim is that you understand what you are paying for, that you are only paying for what you need, and that you can recognise the value and benefit in meeting your needs. Many of my clients also choose an ongoing service, which means that the ongoing suitability of any given solution can be monitored and adjusted where necessary. This ongoing service is key to ensuring that your financial needs are met not only now, but in the future too.