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
