Benefits of using our services


We have been in the industry for 25 years and know what works for your money.

We make it easy for YOU to control YOUR finances

PMC Financial Planning uses leading technology and investment platforms.
Our technology allows you to have a holistic view of your investments. You will be able to view all your financial legacy and portfolio information in one location. This not only helps to improve efficiencies and supports cost savings for you, it also puts you in control of your finances through detailed performance reporting 
There is 24/7 access from your PC, laptop or mobile device
You also have the ability to communicate directly and securely with us through the platform.

We can offer a wide range of investment options 
To help you achieve your financial goals, we can invest your capital within innovative risk-based strategies from all the leading investment managers or choose to construct a bespoke plan choosing from more than 5,000 mutual funds, 1,000 Exchange Traded Funds, or 5,000 equities available to us.

Our exclusive relationships help you get the best pricing possible.
Through partnering with investment experts, we provide strategic options designed to achieve your goals. These investment strategies look to diversify risk, meet your investment goals and seek to create wealth through innovative thinking within the right charging structure.

Our planning tools ensure your investment goals are realistic.
By correctly understanding your appetite for risk, we set realistic goals  and the most suitable investment strategies 
We ascertain your risk profile and present them in a way that is easily understood. 
We also interrogate the risk profile of your existing products and ensure that they are correctly invested. 
 
 
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.


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.