The PM+M Wealth Management Team

Experienced. Knowledgeable. Friendly.

 

Tony Brierley.

Qualified as a Chartered Accountant with a major international accountancy firm in Leeds and followed that with a spell in practice in Africa. He then worked in various commercial roles in industry for 15 years before moving into financial planning in the mid 1990's. He is one of the small number of IFA's who hold the Diploma in Financial Planning and advises business owners, directors and private clients in most aspects of tax, investment planning and pensions. Tony is also a partner in PM+M, our accountancy practice. Married and with three children, he enjoys hill walking, cycling and jazz. He is a keen Rotarian and Chairman of the Praxity Financial Services working group.

 

Antony Keen. 

Joined PM+M, our accountancy practice, on leaving school and is one of our longest serving members of staff.  He built up a specialism in company secretarial matters and still heads up that department. 

In 2002 he moved into wealth management, passed the Financial Planning Certificate and has now also completed the Diploma in Financial Planning putting him in a select group of advisors. He has experience in most areas of wealth management and specialises particularly in investment, pensions and property matters.  Antony is married and has two children.

 

Richard Hesketh. 

Joined PM+M in 2003 having already worked for leading life offices for some 10 years in a sales support role.  He had built up a specialism dealing with pension transfers and has continued in that role at PM+M as well as advising on many other aspects of wealth management.

Richard is married and has three children. He takes a keen interest in football, and in particular the fortunes of Southport FC. He holds an MA, BA (Honours) and the Financial Planning Certificate.

 

Gillian Perris. 

Joined PM+M in January 2005 after a long career with one of the major high street banks.  Gill deals with all aspects of administration for the Wealth Management team. 

She is married and has two children. Her interests include the theatre, travel, gardening and catching up with friends when the children's taxi schedules allow.