Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives.
We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Testimonials
“Phil and Amanda helped me not only once, but TWICE to purchase and re-mortgage my new home, as well as setting up life-insurance and other financial aspects. The process was simple, fast and reliable. It was everything you could expect from a professional, friendly and reliable service. I wouldn’t have any hesitations whatsoever in working with PLFM in the future for any other projects. Thank you again to you both!”
Aaron Calder
“Phil, Amanda and Barwell at PLFM have been outstanding in supporting our family’s financial planning decisions, since I had my first conversations with Phil regarding my long term my pension plans, they have supported us in a number of decisions and always provided great advice.”
Neil Gabriel
“Thank you so much for helping me with my mortgage. As a first time buyer, PLFM guided me through the process and went over and above in helping me purchase my first house. Amanda and Phil were really lovely, incredibly knowledgeable and I completely trusted them to find me the best mortgage. I would highly recommend them!”
Meg Archbold
Want to know more?
To find out more or to arrange a meeting with us, please call
07825 027436, or email info@plfm.co.uk