What Our Clients Say

 

 



Peter has been providing financial advice for my elderly parents and my husband and myself since the semi retirement of our previous advisor in early 2013. They continue to liaise which is great. The changeover has been seamless and Peter's understanding of our family's situation and the empathy and sensitivity with which he has dealt with us has been reassuring and extremely helpful. He has given us sound advice and is happy to accommodate my husband and I's desire to invest ethically. My parents' priority is IHT planning and Peter has given excellent support on this. He is a pleasure to deal with as he explains things and makes the bureaucracy side really easy. He always arrives on time for appointments and is well prepared for meetings. I cannot recommend him highly enough.

October 2015

Dr Alison Payne


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 professional but also makes his clients feel valued.
I would happily recommend Peter's service to any of my friends & family. 

October 2013

Kieron Murphy, Owner of Flavour Catering


Thanks Peter for doing a great job with our personal pensions and guiding us so well through the mine field of pensions. We will be giving you a call to start our company pension scheme soon.

October 2013

Mark Greig, Owner of Comrie Automatics


The financial services industry is unbelievably complicated so finding a financial adviser you can trust is paramount. Peter's approach of a long term commitment and annual reviews is so important and he's shown infinite patience coming up with options and reviewing alternatives. You won't get a hard sell, just in depth industry knowledge, good advice and old fashioned service.

January 2013

David Morphew, Photographer


I am a small business owner and like most small business owners my liquid finances vary from month to month. I also recognise the importance of ensuring I am investing in my future. Peter visited with me on a couple of occasions in a 'one on one' situation.

With each visit he was helpful and informative and ensured all the info he was sharing with me was relative to my current lifestyle needs, giving me consistency and flexibility at the same time. I would like to thank Peter and I would recommend his services to anyone looking to invest in their future using a service that is based on integrity (and growth!)

January 2013

Joel Poirier, Elite Therapy


Peter takes the time to listen to you and fully understand your requirements before he offers advice. Then, because of his experience, he is able to tailor the service to your needs.

For anyone looking for financial planning and advice, Peter is the one I would recommend.

January 2013

Martin Sparrow, owner of Suretax Accounting


Peter uses his depth of financial expertise and excellent people skills to help you think through your financial goals and subsequently make realistic plans to set about reaching them - this is a fantastic service! I would highly recommend Peter to anyone

January 2013

Nick Howes, Director of LMI UK


He has given us sound advice and is happy to accommodate my husband and I's desire to invest ethically. He is a pleasure to deal with..Dr Alison Payne, Coventry

LATEST BLOG

Ethical investment is known by a variety of terms including: • ‘green investment’ • socially responsible investment (SRI) and • sustainable finance. All of these terms refer to financial or investment services which strive to maximise investment performance and social welfare. ...

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CONTACT US

1160 Elliott Court, Herald Avenue, Coventry Business Park, Coventry CV5 6UB

Telephone: 07772 195329

Office: 024 76011704

Email: peter@pmcfs.com

PMC Financial Planning is a trading style of PMC Financial Services Limited - 1160 Elliott Court, Herald Avenue, Coventry Business Park, Coventry, CV5 6UB. PMC Financial Services Limited is authorised and regulated by the Financial Conduct Authority

PMC Financial Services Limited is registered in England and Wales, Number 7718606. Registered Office: 1160 Elliott Court, Herald Avenue, Coventry Business Park, Coventry, CV5 6UB.