PPM Financial Planning

PPM Financial Planning is a company that provides a range of financial services to assist individuals in managing their finances.
  • Will Service
  • Mortgage Services
  • Investment Services
  • Retirement Planning
  • Protecting Your Goals
  • Reducing Your Tax Costs

Size
Small
Phone
0121 445 5694
Email
Available in Endole App
Locations
British Mills, The Needle Factory, Albert St, B97 4DA
01214455694
9:00 - 15:00
Digital Popularity
Popularity over time
Social Media
Competitors
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
PPM Financial Planning is operated by Pryor Portfolio Management Limited and is a Active company incorporated on 7 June 2006 with the registered office located in Redditch, Worcestershire. Pryor Portfolio Management Limited was registered 19 years ago.

Status
Active
Size
Micro
Directors
2
Age
19 years old
Employees
9
Turnover
Unreported
Total Assets
£966.11K
Cash in Bank
£132.47K
Total Liabilities
-£128.52K

Director • PSC • British • Lives in England • Born in Feb 1973
Director • British • Lives in England • Born in Apr 1985
Teams
All
6
Finance
5
Office Support
1
Other
1
Mortgage Manager • Joined Aug 2016
Managing Director Of PPM Financial Planning • Joined Jun 2006
Client Process Administrator • Joined Oct 2024
Chartered Financial Planner • Joined Sep 2022
Paraplanner • Joined Sep 2021
Financial Planner • Joined Oct 2023
Mortgage Manager • Joined Aug 2016
Managing Director Of PPM Financial Planning • Joined Jun 2006
Chartered Financial Planner • Joined Sep 2022
Paraplanner • Joined Sep 2021
Financial Planner • Joined Oct 2023
Office Administrator • Joined Jan 2023
Client Process Administrator • Joined Oct 2024