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PM+M strengthens Bury team with new financial adviser

Clark will provide advice on pensions, investments, tax and estate planning, lifetime cashflow planning, protection and PM+M’s Court of Protection offering to a ‘broad range’ of private clients, business owners and corporate clients.

PM+M has strengthened its Bury office with the appointment of Jordan Clark as its newest financial adviser.

Clark joins the firm from Platinum Independent Financial Services. Before that he worked at W&Co. Financial Planning.

According to the firm, Clark studied at Sheffield Hallam University where he achieved a BA (Hons) in International Finance and Investment.

Over the past two years, he has focused on building and maintaining client and introducer relationships and business development activities. He also holds the Level 4 Diploma in Regulated Financial Planning and PM+M will be supporting his plans to complete all Chartered exams by the end of 2022.

The firm said Clark will also be working closely with his colleagues at the Blackburn office.

He will provide advice on pensions, investments, tax and estate planning, lifetime cashflow planning, protection and PM+M’s Court of Protection offering to a “broad range” of private clients, business owners and corporate clients.

Clark said: “PM+M boasts one of the North West’s leading financial planning teams, so I’m delighted to start the next phase of my career with them. My focus will be working to build on our profile in Bury and across the wider region and to deliver a first-class service to our clients.”

Helen Clayton, partner and head of PM+M’s Bury office, added: “Jordan is a talented, young financial adviser with a real desire to succeed and deliver for his clients. Those attributes really stood out and we look forward to seeing his career flourish over the next few years.

“As a business, we all at PM+M are committed to developing our presence in Bury as we come out of the pandemic. It’s all about adding value and building a strong future for ourselves and our clients. One of the main ways we can do that is by investing in and growing our team so Jordan’s arrival is another step forward in our journey.”

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