We know how stressful dealing with your finances can be, so why not let us take the stress out of it for you? We can guide you through all your options and we will work with you and help you become better informed and empowered to reach your financial goals. Impartial Advice - always. We provide a full and in-depth business & personal financial review of your circumstances and then give completely impartial advice on the most appropriate products for you.
As independent financial advisers we have access to a huge range financial products and services from all over the UK. PMC Financial Planning takes technology one step further. Through our use of investment platforms, we can provide our clients with straightforward and transparent advice in a simple and convenient way. Value and Choice - We are always searching the market for better value and choice for all and are agile enough to respond to opportunities quickly.
If you are looking for fully independent financial advice on any of our services why not Contact us?
As independent financial advisers we have access to a huge range financial products and services from all over the UK. PMC Financial Planning takes technology one step further. Through our use of investment platforms, we can provide our clients with straightforward and transparent advice in a simple and convenient way. Value and Choice - We are always searching the market for better value and choice for all and are agile enough to respond to opportunities quickly.
If you are looking for fully independent financial advice on any of our services why not Contact us?
Services
My name is Peter McNulty and I have been involved in the financial planning industry since 1991.
I started out as an adviser with Legal and General and worked for a number of large companies including Standard Life, HSBC, Towry and AWD Chase de Vere, predominantly in management roles since the mid 90s.
I set up PMC Financial Planning in 2011.
We aim to make our clients become better informed, confident and empowered to reach their financial goals.
We achieve this by using the latest technology to provide straightforward and transparent advice in a simple and convenient way.
I started out as an adviser with Legal and General and worked for a number of large companies including Standard Life, HSBC, Towry and AWD Chase de Vere, predominantly in management roles since the mid 90s.
I set up PMC Financial Planning in 2011.
We aim to make our clients become better informed, confident and empowered to reach their financial goals.
We achieve this by using the latest technology to provide straightforward and transparent advice in a simple and convenient way.
Our belief is that by helping you understand your goals, aspirations and attitude to risk, you become more confident and empowered.
And by having a plan that you can relate to and the ability to check its progress at any time, you feel even more in control.
Before any financial strategies can be recommended, we seek to fully understand your situation.
We do this prior to and during our first meeting with you.
Gather details on your personal and financial circumstances, taking into account your existing assets and resources.
And by having a plan that you can relate to and the ability to check its progress at any time, you feel even more in control.
Before any financial strategies can be recommended, we seek to fully understand your situation.
We do this prior to and during our first meeting with you.
Gather details on your personal and financial circumstances, taking into account your existing assets and resources.
Adhering to the PFS's continuing professional development requirements, ensuring our knowledge and skill-set are kept up-to-date.
A Chartered title is a commitment to an overall standard of customer excellence and professionalism.
Introduced in 2006, the individual 'Chartered Financial Planner' title is regarded as the premier title for financial advice professionals.
Chartered status is helping to elevate holders to the same public standing enjoyed by other Chartered professions.
It further reinforces clients' belief and conviction in the professionalism and ethical credibility of the holder.
A Chartered title is a commitment to an overall standard of customer excellence and professionalism.
Introduced in 2006, the individual 'Chartered Financial Planner' title is regarded as the premier title for financial advice professionals.
Chartered status is helping to elevate holders to the same public standing enjoyed by other Chartered professions.
It further reinforces clients' belief and conviction in the professionalism and ethical credibility of the holder.
We see the creation of a lifetime cash flow forecast, as the foundation of any financial planning exercise.
It provides a series of forecasts, taking in to account a variety of "what if" scenarios, that is intended to allow our clients to know if they have made enough provision already or need to take further steps towards meeting their financial goals.
We capture a full breakdown of your current and planned income and expenditure, as well as assets, liabilities and any other sources of future income such as state pensions, equity release or inheritance.
It provides a series of forecasts, taking in to account a variety of "what if" scenarios, that is intended to allow our clients to know if they have made enough provision already or need to take further steps towards meeting their financial goals.
We capture a full breakdown of your current and planned income and expenditure, as well as assets, liabilities and any other sources of future income such as state pensions, equity release or inheritance.
There is significant evidence that suggests investing in stock market investments will provide higher returns than cash.
However, to be able to achieve these additional returns, it is important to invest for the longer term.
By longer term, we typically mean a minimum of five years, although there is no definitive guarantee of how long you need to invest to beat cash returns.
Any investment involves risk, but the risk of an investment is likely to be reduced the longer you remain invested.
Asset allocation is an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to an investor's risk tolerance, goals and investment time frame.
However, to be able to achieve these additional returns, it is important to invest for the longer term.
By longer term, we typically mean a minimum of five years, although there is no definitive guarantee of how long you need to invest to beat cash returns.
Any investment involves risk, but the risk of an investment is likely to be reduced the longer you remain invested.
Asset allocation is an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to an investor's risk tolerance, goals and investment time frame.
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