Personal Money Management
Initial consultation free
Independent
PMM are specialists in Retirement Planning, Pension Strategy, Estate Planning and Investment Management.
We have been operating for 40 years and are signed up to The Pension Transfer Gold Standard code of ethics.
We can advise you on
Clients
helped
28helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR David Henderson BA DipFA
Adviser
DR Peter M Marshall MLIA (Dip)
Principal
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