Peter McNulty, PMC Financial Planning
What's Happening?
Business Description
I help people through what can appear a very complex world of Tax, Financial and Investment planning. I have been involved in Financial Services for 27 years in both advising and managerial roles. I am a Chartered Financial Planner, and Fellow of the Personal Finance Society, providing independent financial advice to both individuals and companies across the UK in these primary ways:
- Providing expertise in the area of investments and pensions
- Creating financial plans around client specific objectives
- Protecting client's existing wealth & assets
The areas of Financial Planning I assist clients with include;
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),
Protection - Life Cover, Critical Illness,
From my base in Coventry I serve the needs of clients across the UK.
My Recommendations
Peter helped my mother and step-father,get all of their retiring funds
in order. Peter was clear and easy to understand.
He is not only very profesional but also makes his clients feel valued.
I would happily recommend Peter's service to any of my friends & family.
Best wishes
kieron@flavour catering
from Kieron Murphy
Peter clearly has a wealth of expertise that not only reassures you on the best options for your own financial future, but instinctively allows you look at options you may not have considered before. I agree wholeheartedly with other comments regarding his excellent people skills because planning your financial goals can be daunting, but it is evident that Peter is always putting his clients needs first rather than any corporations. We are now looking seriously at tweaking our existing long term plans and working with Peter closely. I have no hesitation in recommending Peter to anyone and in this current climate, would strongly recommend that you do meet with him. Mike & Tam Groves
from Mike Groves
Accreditations & Qualifications
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Certificate in Financial Planning
- Certificate in Equity Release
- Certificate in Mortgage Advice
- Certificate in Financial Planning and Lifetime Mortgage Activities
- Certificate in Financial Planning and Long Term Care Insurance
- Certificate in Life and Pensions
- Professional Certificate in Management