Email - Peter McNulty, PMC Financial Planning
Business Description
I have a real passion for helping people through what can appear a very complex world of Tax, Financial and investment planning. I have been involved in Financial Services for 20 years in both advising and managerial roles. I am a highly regarded Chartered Financial Planner providing independent financial advice to both individuals and companies across the UK in these primary ways:
Accountants and Solicitors:
-Provide additional expertise in the area of investments and pensions
-Ensuring compliance with the Trustee Act 2000
-Adding more value to their services
Directly with my Clients:
-Create financial plans around their objectives
-Help create wealth and financial freedom
-Protect their existing wealth & assets
The areas of Financial Planning I assist clients with include;
Protection - Life Cover, Critical Illness,
Investments and Savings - ISAs, Unit Trusts, Investment Bonds, Guaranteed Bonds, Personal Injury settlements
Retirement Planning - Annuities, SIPPs, Drawdown, Personal Pensions including Pension Sharing Orders on Divorce
Estate Planning - Inheritance Tax (IHT), Capital Gains Tax (CGT), Long Term Care (LTC),
From my base in Coventry I serve the needs of clients all over the UK.
