Pension in PM Independent Financial Services is a firm of Independent Financial Advisers in . We have clients and professional contacts across the North West, as well as a growing number of clients elsewhere in the UK. We advise on a wide range of financial
planning issues including Wealth Management, Investments, Pensions, Protection, Taxation, Mortgages and Corporate Matters in .
Our Services in We boast a great deal of experience of the financial markets and are therefore more than capable of providing a comprehensive service to our customers in . Whether you're interested in securing our services for:
Investments in Our job is to find out what you want from your capital, whether you want the emphasis on income or capital growth, or indeed a combination of the two. We research what is available, analyse investment performance, and advise on what we regard is most
suitable to your circumstances.
Pension Advice in If you are about to retire and have already built up pension funds you need to consider the various choices available to you - it may not be in your best interests simply to buy an annuity, and even if it makes sense for you to buy an annuity you will
need help to find the best annuity rates available.
Income Protection in There are two main types of life assurance depending on the level of protection you're looking for - Term Assurance and "Whole of Life" Assurance.
Term Assurance Whole of life Critical Illness Income Protection Business Protection in Whether you are a Sole Trader, Partner, or Director of a Limited Company, your death or those of your co-directors, partners or key employees may cause a significant disruption in business.
Mortgage Advice in If you are looking to save money on your mortgage and related insurances you have come to the right place - our aim is to save you money, and find the best mortgage for you in . We offer a service tailored to your exact needs and you will deal
with the same, friendly advisor from the initial stages of advice right through to completion. Our expert Independent advisors are at hand constantly to guide you through the biggest financial commitment you are likely to ever make.
