PM+M renames wealth management team as it gears for growth

PM+M has officially renamed its wealth management arm of the business to PM+M Financial Planning Ltd.

The 12-strong team, which is headed up by Antony Keen, provides a broad range of advisory services which cover pensions, investments, tax and estate planning, lifetime cashflow planning and protection to both individuals and businesses across Lancashire and the wider North West region. It also works collaboratively with PM+M’s tax, corporate finance, accountancy, and payroll specialists. The name change has been announced as the team continues to roll out its ambitious growth strategy over the coming years. It currently has a over £300m worth of funds under management and expects that to grow by 35% in the next two years. It is also actively recruiting at adviser and paraplanner levels. The firm decided on PM+M Financial Planning Ltd as it better reflects how the team can support  clients who come from all walks of life.

As Antony Keen explains: “As a business, we constantly strive to find new ways of providing our clients with the most efficient solutions for their long-term financial planning goals. After much research and in-depth consultation, we decided that the term ‘wealth management’ was no longer a fair representation of what we do as it has connotations of being something only relevant to high-net-worth individuals. Our passion is helping everyone access sound advice so they can plan for a better future and ultimately achieve more, whatever that might be.”

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