Featured image
Financial Advising Services

PMN Financial Management - Chartered Financial Planners

PMN Financial Management is a Chartered Financial Planning company based in Farnham, England. They offer a range of Financial Advising Services and Financial Services to their clients.

Introduction to PMN Financial Management Chartered Financial Planners

PMN Financial Management Chartered Financial Planners has been providing financial advising services to clients for over 25 years. Their goal is to help clients achieve their financial objectives through personalized financial planning. What sets PMN apart is their team of experienced Chartered Financial Planners who offer tailored solutions to meet the unique needs of each client.

Services & products

PMN Financial Management Chartered Financial Planners offers a range of services to help clients manage their finances. These services include retirement planning, investment management, estate planning, and tax planning. Clients can also benefit from the company's expertise in areas such as inheritance tax planning and life insurance.

Location

PMN Financial Management Chartered Financial Planners is located in Farnham, England. Farnham is a historic town that offers a mix of modern amenities and traditional charm. The area is home to a variety of businesses, including shops, restaurants, and cafes. Public transportation options in the area include the Farnham train station, which is 2.5 miles away, the Farnham bus station, which is 2 miles away, and the Upper Hale bus stop, which is 0.1 miles away.

Benefits

Customers should choose PMN Financial Management Chartered Financial Planners because of the company's commitment to providing personalized financial planning solutions. The team of Chartered Financial Planners takes the time to understand each client's unique circumstances and goals, and then creates a plan that is tailored to their needs. Additionally, PMN Financial Management Chartered Financial Planners has a proven track record of success, with many satisfied clients who have achieved their financial objectives.

Good to know

Customers should be aware that PMN Financial Management Chartered Financial Planners is a fee-based financial planning firm. This means that clients pay a fee for the company's services, rather than being charged commissions on financial products.

Reviews

Customers have praised PMN Financial Management Chartered Financial Planners for their professionalism, expertise, and personalized approach to financial planning. Many clients have noted that the company's services have helped them to achieve their financial goals and secure their financial futures.

Amenities

  • amenity
    free consultation
  • amenity
    online services
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    asset management
  • amenity
    budgeting assistance
  • amenity
    estate planning

FAQ

What is your experience and qualifications in providing financial advising services?

We are a team of Chartered Financial Planners with years of experience in providing financial advising services. Our team members hold various qualifications such as the Diploma in Financial Planning and the Certificate in Mortgage Advice and Practice.

What types of financial services do you offer?

We offer a wide range of financial services including retirement planning, investment planning, tax planning, and estate planning. We also provide advice on mortgages and insurance.

How do you customize your services to meet individual client needs?

We believe that every client is unique and has specific needs and goals. That's why we take the time to understand our clients' financial situation, goals, and risk tolerance before creating a customized plan for them. We work closely with our clients to ensure that our services are tailored to meet their individual needs.

How do you charge for your services and what are the fees?

We charge a fee for our services, which is based on the complexity of the work required. Our fees are transparent and agreed upon in advance so that our clients know exactly what they are paying for. We do not receive commissions or any other form of payment from product providers.

What is your process for monitoring and adjusting investment portfolios?

We regularly review our clients' investment portfolios to ensure that they remain aligned with their goals and risk tolerance. We use a disciplined investment process that includes ongoing monitoring and adjusting of portfolios as necessary. We also keep our clients informed of any changes or market developments that may affect their investments.