Financial Planning

Life is not always plain sailing and at any time your financial and personal circumstances may unexpectedly change. PEM Carrwood, a joint venture between PEM and Lighthouse Carrwood, delivers a truly independent financial advisory service dedicated entirely to meeting your financial planning needs.

Whether you are concerned about your pension pot, want to legitimately reduce the amount of tax you pay or your investments are not performing well, we are on hand to arrange your finances efficiently and tax-effectively in a way that suits your objectives

PEM Carrwood services include:

  • Employee benefits
  • Investment and financial planning
  • Lifestyle protection
  • Tailored mortgages
  • Tax planning
  • Pensions and retirement
  • Wealth management

People rightly expect their financial advisers to consider all aspects of their financial affairs therefore we make a complete assessment of your current personal and professional situation and objectives. Our team will talk to you about your financial goals whether they are passing on your wealth to your family, increasing your retirement income, or selling your business. We make sure we understand your attitude to money, your concerns and your priorities.

To discuss how we can help your organisation or to book a free initial consultation, please contact one of our financial advisors or send us an online enquiry.

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