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.

Latest from PEM

PEM Corporate Finance advises on succession buyout at Bailey Fisher

14/08/2018 - 16:35

Bailey Fisher Executive Search, a leading Cambridge and London firm focussed on the hiring of senior executives to some of the most successful companies based in the UK, has announced changes to its ownership structure which will further strengthen the business. PEM Corporate Finance acted as lead advisers on the succession buyout.

Read more >

Our culture

13/06/2018 - 12:28

Happiness and well-being is important to us. This emphasis on creating a positive culture where people can thrive is key to our success in attracting and retaining talented employees.

Read more >

PEM Corporate Finance advises on sale of leading energy management company

11/06/2018 - 21:10

eSight Energy Group Ltd, a leading developer and supplier of energy management software, is pleased to announce the sale of the company to German private equity firm, BID Equity. The acquisition enhances BID Equity’s position as an IoT (Internet of Things) provider focused on the energy sector and represents an exciting new growth phase for eSight Energy.

Read more >