PM Independent Financial Services

Protecting Your Life, Health, and Future

“

A very professional & great service. Life cover is something I’ve thought about getting for a few years but also something that I’ve always just put off. Lianne gave me all the information about protection options available to me so that I could make my decision confidently on which ones were best suited to me & my circumstances. Highly recommend for anyone that is thinking about it or maybe doesn’t know enough about the different types of protection available to you, Lianne is there to help & advise as she did with me.
Thank you!
Becca, Barrowford, Lancashire

“

Excellent service resulting from taking the time to listen to a client's individual circumstances and needs. A friendly, professional service with no hard sell. Communication at all stages of the process was great. Happy to recommend to anyone.
Neil, Lancaster

PM Independent Financial Services

Authorised and regulated by the Financial Conduct Authority, we are a leading provider of financial products and services, with many of our clients coming to us through word-of-mouth and recommendations.

We have clients and professional contacts across the North-West, and we advise on a wide range of financial planning matters, including Wealth Management, Pensions, Investments and Financial Protection.

We are here to listen to your circumstances to help you figure out the right products and provider for you, striving to deliver exceptional standards and value, ensuring communication is at the forefront of our business.

Our Services

Our Values

Customer Focus

You’re at the heart of everything we do.

Integrity

We work openly and responsibly.

Collaboration

We work with you to achieve the best results.

Innovation

We keep pace with change to better serve your needs.