Our Story

PPM Financial Planning are a team of professionals committed to supporting our mission statement.

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.

The profession seems to have been broken down into 3 areas;  Financial Planning, Wealth Management and Financial Advice.  There are confusing articles that suggest that people have to choose between the 3 definitions.

We simply lead with financial planning because we believe this is the area in the profession that truly adds value.  We believe Financial Planning put at the heart of our process sets us apart from others.

Of course we offer comprehensive wealth management and of course we offer financial advice but surely you would expect us to?  These are areas we believe you should expect from the process, it is the financial planning that is the welcome surprise.

Founded in 2006 by Martin Pryor, back story on request!  The company has grown organically year on year through client referrals and professional connections, which has allowed us to make good decisions during a slow but steady continued period of growth.

PPM Financial Planning are directly authorised by the FCA. We are proud of our independence from the bigger players and believe that well run boutique firms offer the best client focused outcomes because we are small enough to care but large enough to cope with clients needs.