PM+M announces two new partner promotions in its financial planning and tax teams

PM+M has named two new partners following its latest round of promotions.

James McIntyre has been promoted in the financial planning team. He joined the firm in January 2021 as a director.

Over the past 17 months, he has helped build the team’s client base of private individuals, businesses and business owners whilst also focusing on providing a range of strategic financial planning and investment management advice to its existing clients. 

James joined PM+M from Mattioli Woods (previously Taylor Patterson) where he was a senior consultant.

The second partner promotion is Wendy Anderson who was appointed as director of private client tax in December 2017.

Since arriving, she has offered clients expert advice on personal tax compliance and tax planning as well as guiding them through changing legislation, new planning opportunities and how to minimise tax liabilities.

She also provides probate advice and works closely with the financial planning team to provide an overall private client offering for individuals and trusts.

Jane Parry, managing partner, said: "Over the past couple of years, James and Wendy have added real value to their clients and colleagues.

"Their professionalism, expertise and drive have shone through so the promotions are very well deserved. PM+M is focused on investing in the talent we have, which means it is always fantastic to make these kinds of promotions as our people are the backbone of the business.”Wendy added: “PM+M is a forward-thinking, client-first firm so myself and James are delighted to become partners as we share its vision of being the best North West firm of finance professionals. "Becoming a partner is a big milestone in both our careers but our collective focus will remain firmly on delivering for our clients and being a central part of PM+M’s ongoing growth.”

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