Peter McNulty, PMC Financial Planning

	Club name:	Warwick	What's happening?
	Category:	Chartered Financial Planner
	Team Position:	Area Coordinator
	Company:	PMC Financial Planning
	Mobile:	07772 195329
	Email:	Send me an email
	Wants:	Adding value through research and technology on investments, Pensions, Savings and protection

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.