Over the years, we have established a well earned reputation for the highest levels of professionalism, founded on both the quality of our services and breadth of our expertise. We also believe in providing a genuinely proactive service to clients. By keeping abreast of changes in legislation, we can help clients to make the most of the prevailing circumstances, whatever the financial climate.
Every last detail is designed to reflect each client's unique set of circumstances, and our services are tailored accordingly. But everyone, regardless of their situation, can expect the same standards of excellence. We believe that everyone has the right to independent expert advice on a comprehensive range of financial matters, and when the company was first established in 1986, we set out to do just that.
Every last detail is designed to reflect each client's unique set of circumstances, and our services are tailored accordingly. But everyone, regardless of their situation, can expect the same standards of excellence. We believe that everyone has the right to independent expert advice on a comprehensive range of financial matters, and when the company was first established in 1986, we set out to do just that.
Services
Paul founded PNM Financial Management in 1986 after many years' experience in investment banking and financial services. Paul advises a wide range of personal and corporate clients on the full spectrum of life and insurance products. Capital Investments, Pensions and Tax Planning are areas of particular expertise that Paul provides.
Acquiring financial advice has never been easier - or, in many respects, more difficult. There are plenty of companies specialising in the provision of financial planning services, and there are plenty of investment opportunities. At PNM, we value our independence, because it gives us the freedom to act in the best interests of our clients, all the time.
Our aim is to build a trusting relationship and provide the solutions to ensure that going forward you have the confidence that your financial future is in safe hands. Traditionally most folk have gone into their bank or perhaps to a local IFA firm and bought a life policy, a pension or maybe an investment bond after seeing a 'financial adviser'.
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