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
How does the saying go- 'every little helps!' Pete came in and debunked the myth that you have to start investments with a lot of capital. He educates with every visit and accommodates, while challenging, our needs with every visit. Thanks for the honest and professional service.
from Nicola Sherlock
I can thoroughly recommend Peter McNulty (PMC Finance) to anyone that is looking for totally honest, trustworthy and professional financial planning advice. His friendly and open style is also an added bonus! If you are looking for advice on any aspect of your financial affairs, try Peter first!
from David Pearson
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