New appointment part of firm's ambitious plans to grow

James’ new role will see him provide strategic financial planning and wealth management advice to PM+M’s client base of private individuals, businesses and business owners.

He will also be working closely with and supporting Antony Keen, partner, with his ambitious plans to grow the wealth management arm of the firm which has offices in Burnley, Blackburn and Bury.

James joins PM+M from Mattioli Woods (previously Taylor Patterson) where he was a senior consultant. He has also previously worked at RSM Tenon and Nationwide Building Society.

Antony said: “James has some fantastic experience and real determination to succeed so we are delighted that he is now part of our team. I am confident that he will add value and will bring some fresh insights and ideas that will benefit his colleagues and clients.”

James said of his new role: “The company also shares my high standards and has a great ethos which is focused on helping clients achieve more. I am excited to be starting this new journey and having the ability to help shape the future of the wealth management function alongside Antony.”