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
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
8
Turnover
Unreported
Total Assets
£866.74K
Cash in Bank
£264.62K
Total Liabilities
-£79.94K

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