One Life.

One Plan.

Financial Planning for Business Owners, Business Leaders and Horse Racing Professionals

These are the areas we specialise in but we will sit down and create a plan with anyone who sees the value in planning for their future

Business Owners

Limited Business Owners, Sole Traders and Entrepreneurs

Business Leaders

CEO’s, CFO’s, Senior Managers and High Earners

Horse Racing Professionals

Jockeys, Trainers, Owners and all those connected with Equine sport

 What Is Financial Planning?

We believe financial planning is where we add most value but of course we also offer wealth management and financial advice

Life is a journey

The power of cash flow modelling

Enough?

Why Do You Need Help?

People generally come to us with a problem, does this sound like you?

 

“I read so much, what can I believe?”

“Is it a good time to buy/sell?"

"I am stressed, do I have enough to retire?”

"I have too many pensions, what do they all mean?"

MyMoney Portal & App

The easy and secure way to manage your money

How We Help

We Advise

We Coach

One Life.

One Plan.

The Results

Confidence

To retire and spend guilt free

Control

Having a plan puts you In control

Wellness

You no longer worry about money

Happiness

You live the best life your money possibly allows

Time

Spend less time worrying and more time enjoying life.

Support

An on going service to make sure you always stay on track

Our Process

Financial Planning

We listen, we learn, we understand what money means to you and the life you want to live

Wealth Management

We provide investment solutions to help you achieve your goals.

Financial Advice

We build and implement your plan using appropriate tax wrappers and investment vehicles

Ongoing Service

Helping you achieve your goals and live your best life by annually revisiting your plan

Meet The Team

Martin Pryor

Senior Financial Planner & Managing Director

Laura Siddall

Chartered Financial Planner & Director

Mitchell Thomas

Financial Planner & Paraplanner

Laura Daniels

Mortgage & Protection Manager

Nicky Lowndes

Client Relationship Manager

Louise Wheeler

Senior Paraplanner

Jodie Morey

Client Process Administrator

Proud to be Chartered

A symbol of professional and ethical standards

Being recognised for attaining Chartered status is a symbol of technical competence and signifies a public commitment to professional and ethical standards.

 

What our clients say

Rob Castledine

Business Owner - Three Spires Safety Ltd

Every detail of my finances and future needs  were discussed in an open and honest way. Easy to understand data was presented, discussed and a road map clearly outlined – all made very good sense and for the first time in years, was properly explained and more importantly, understood by me.

Perrigo Consultants Ltd

PPM Financial Planning work really well with our limited business clients to help them understand their financial freedom number and then help them work towards that number independent of a business sale.

 

 

 

Sam Twiston-Davies

Jockey

Laura has been incredibly helpful and enthusiastic from the start. She understands the challenges of our profession and gives me the confidence to focus on racing, knowing my financial future is secure.

 

 

One Life.

One Plan.

We are committed to making a positive difference to people’s lives by helping clients achieve their goals through a dynamic, tailored financial plan. We help clients understand How much is their Enough?, so that they can recognise their point of financial freedom and live their best life, filled with priceless memories.

Contact

Let's get started! Begin with an initial meeting at our cost

The Needle Factory, British Mills, Albert Street, Redditch, Worcestershire. B97 4DA.

lung.metal.cracks

0121 445 5694

admin@ppmfinancialplanning.com

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