P N M Financial Management

Introducing PNM Financial Management

PNM Financial Management has built a reputation for providing the highest levels of professionalism and expertise over the years. We pride ourselves in delivering a proactive service to our clients, keeping them informed of any changes in legislation and helping them make the most of the current financial climate. Each client benefits from a tailored service that reflects their unique set of circumstances.

Our company was established in 1986 with the goal of providing independent expert advice on a comprehensive range of financial matters. We understand that acquiring financial advice can be a challenging task, given the many options available and the complexity of investment opportunities. At PNM, we aim to simplify this process and help you make informed decisions that align with your retirement and investment goals.

Independence, Integrity, and Expertise

As an independent company, PNM Financial Management is not tied to any specific product or investment provider. This means we can offer unbiased advice and tailor solutions to fit each client's unique needs. Our high percentage of business from personal recommendations demonstrate the integrity of our operation. We value the trust our clients place in us, and we respond with honesty and diligence.

With over 40 years of experience in financial planning, PNM has the expertise to guide clients in making informed decisions about their finances. We are fully regulated by the Financial Conduct Authority (FCA), ensuring that we adhere to the highest standards of practice. Our advisers serve a UK-wide client base and are backed by the latest computerised systems.

Commitment and Customer Service

At PNM, we take our responsibilities very seriously, and we pride ourselves on offering the highest standards of ongoing customer service. We stay in close contact with all our clients, helping to refine and develop their provision as individual circumstances change and evolve.

Chartered Financial Planners

PNM Financial Management is proud to have been awarded the prestigious title "Chartered Financial Planners" by the Chartered Insurance Institute (CII). This title is a symbol of our commitment to the highest levels of excellence and professionalism in financial planning.

Our Services

At PNM, we provide a comprehensive range of financial planning services, including:

• Capital Investments

We help clients make informed decisions about their capital investments, taking into account their individual needs and financial goals.

• Pensions

We assist clients in planning for their retirement, providing advice on pension options and helping them make the most of their pension funds.

• Tax Planning

We help clients minimise their tax liability, providing advice on tax-efficient investment options and tax-planning strategies.

If you would like more information about our services, or if you would like to arrange an appointment, please contact us at 01772 655 050.