Member Article

PM+M increases wealth management services at Bury office

Since its arrival in Bury last year, PM+M - the chartered accountancy, business advisory and wealth management group – has seen a sharp rise in demand for its wealth management service from local clients so the firm is deploying one of its key advisers from the Blackburn HQ to its Waterfold Business Park office each week.

Antony Keen – wealth management director at PM+M – will now work from Bury every Wednesday and will be offering a variety of core services including financial planning, estate planning, inheritance planning, investments and corporate pensions. This decision follows the news that the total funds under PM+M’s management has increased by £19.6m to £180m since the start of this financial year.

As well as wealth management, the Bury office - like its Blackburn and Burnley counterparts - offers PM+M’s complete range of services via its Corporate Services, Tax, Run My Business, Corporate Finance and Technology teams including; audit and accountancy, tax planning, business sales and acquisitions; and an all inclusive and fixed fee package covering bookkeeping, accounts, payroll, VAT and tax returns.

Antony commented: “The decision to open a permanent office in Bury last year was a great one and the last six months has seen us grow both our profile and client base under Helen Clayton’s stewardship. The demand for our wealth management service has been particularly strong so it seemed like a natural step for me to spend more time here.

He added: My focus is now on offering Bury clients the very best service possible and helping them achieve their individual financial objectives in the most effective way possible.“

This was posted in Bdaily's Members' News section by PM+M Chartered Accountants .