Benefits of using our services
We have been in the industry for 25 years and know what works for your money.
We can offer a wide range of investment options
To help you achieve your financial goals, we can invest your capital within innovative risk-based strategies from all the leading investment managers or construct a bespoke plan choosing from more than 5,000 mutual funds, 1,000 Exchange Traded Funds, or 5,000 equities available to us.
Our exclusive relationships help you get the best pricing possible
Through partnering with investment experts, we provide strategic options designed to achieve your goals. These investment strategies look to diversify risk, meet your investment goals and seek to create wealth through innovative thinking within the right charging structure.
Our planning tools ensure your investment goals are realistic
By correctly understanding your appetite for risk, we set realistic goals and the most suitable investment strategies. We ascertain your risk profile and present them in a way that is easily understood. We also interrogate the risk profile of your existing products and ensure that they are correctly invested.
We make it easy for YOU to control YOUR finances
PMC Financial Planning uses leading technology and investment platforms. Our technology allows you to have a holistic view of your investments. You will be able to view all your financial legacy and portfolio information in one location. This reporting not only helps to improve efficiencies and supports cost savings for you, it also puts you in control of your finances through detailed performance reporting. There is 24/7 access from your PC, laptop or mobile device. You also have the ability to communicate directly and securely with us through the platform.