History

Solid foundations. Wide skill base. Experience.

 

In the mid 1990's PM+M Financial Services Ltd was set up as a wholly owned subsidiary of PM+M (Chartered Accountants) because we felt we could not find the right quality of financial planning advice for our clients elsewhere.

 

In 1999, Laurence Parry was recruited to join PM+M as a specialist tax partner significantly improving our ability to deal with the affairs of high net worth individuals.

 

Two further mergers of local accountancy practices in Blackburn and Burnley brought in more expertise in 2000.  Tony Tinker joined PM+M bringing long experience of dealing with businesses of all sizes and the finances of their owners and managers.  Roger Cornes had for many years dealt with landed estates and trusts and is one of three STEP qualified practitioners in our practice.

 

Tony Brierley joined as Managing Director of PM+M Wealth Management in 2001 bringing clients from his own financial planning practice in Rossendale.  Gradually the skills and range of our operation were enhanced by taking on more staff from widely differing backgrounds to create the team we have today.

 

In 2002 PM+M Corporate Finance was formed to deal with our corporate clients and family businesses. Jim Akrill now brings a significant  expertise to assist in the financing of businesses, as well as purchases, sales, mergers, management buyouts and succession planning.