PNM Financial Management
PF
Financial Advisors
PNM Financial Management
9, Preston PR2 9YW
# PNM Financial Management
PNM Financial Management is a chartered, independent financial planning firm based in Preston that has been helping clients navigate their financial futures since 1986. As whole-of-market advisers, they have the freedom to recommend solutions tailored to individual circumstances rather than being tied to specific products or providers.
The firm serves a UK-wide client base, from those planning retirement to individuals seeking to grow, preserve and optimise their wealth. Their clients range across different life stages and financial situations, united by a desire for expert, impartial guidance.
What sets PNM apart is their unwavering commitment to independence and integrity. They're regulated by the Financial Conduct Authority and hold the prestigious Chartered Financial Planners designation from the Chartered Insurance Institute—a recognition of their expertise and ethical standards. With 40 years' collective experience, their team uses sophisticated computerised systems to deliver sophisticated financial strategies.
Rather than offering a one-size-fits-all approach, PNM designs every detail around each client's unique circumstances. They pride themselves on genuinely proactive service, staying informed about legislative changes to help clients maximise opportunities in any financial climate. The high proportion of business generated through personal recommendations speaks volumes about their integrity and the trust clients place in them.
Ongoing relationship management is central to their philosophy—they maintain close contact with clients, refining strategies as circumstances evolve.
PNM Financial Management is a chartered, independent financial planning firm based in Preston that has been helping clients navigate their financial futures since 1986. As whole-of-market advisers, they have the freedom to recommend solutions tailored to individual circumstances rather than being tied to specific products or providers.
The firm serves a UK-wide client base, from those planning retirement to individuals seeking to grow, preserve and optimise their wealth. Their clients range across different life stages and financial situations, united by a desire for expert, impartial guidance.
What sets PNM apart is their unwavering commitment to independence and integrity. They're regulated by the Financial Conduct Authority and hold the prestigious Chartered Financial Planners designation from the Chartered Insurance Institute—a recognition of their expertise and ethical standards. With 40 years' collective experience, their team uses sophisticated computerised systems to deliver sophisticated financial strategies.
Rather than offering a one-size-fits-all approach, PNM designs every detail around each client's unique circumstances. They pride themselves on genuinely proactive service, staying informed about legislative changes to help clients maximise opportunities in any financial climate. The high proportion of business generated through personal recommendations speaks volumes about their integrity and the trust clients place in them.
Ongoing relationship management is central to their philosophy—they maintain close contact with clients, refining strategies as circumstances evolve.
Services offered
Retirement planningInvestment planningWealth preservationFinancial planningInvestment managementRetirement income strategiesLegacy planningRisk management and protection