We are a low profile, non-sales driven business which is centred upon putting our client’s needs first and providing a first class service at all times. Our primary service is Discretionary Portfolio Management which we provide for personal investments as well as assets held within Self-Invested Personal Pensions (SIPPs) and Trusts. With over 30 years in business, our approach hasn’t changed, our clients will always remain at the heart of our business. Testimony to that is the fact that a large proportion of our clients have been with us for many years.
COVID-19 UPDATE
November 2021
We would like to update you on how Portfolio and Pension Management Ltd (PPM) is ensuring business continuity for our clients.
We have recently moved to a hybrid-working model meaning that the office will be staffed, albeit with reduced numbers, and we a contactable by phone using the main office number (0141 465 3300). If your enquiry is not of an urgent nature and/or if you prefer to receive contact via email please contact us using the e-mail address [email protected] or contact your adviser by email directly and we shall reply by e-mail or call you if you wish to discuss further.
In order to keep you updated with our latest thoughts on investment matters, we shall make a regular commentary available at the News & Views https://www.ppmltd.co.uk/news-and-views/ section with the Q3 2021 Investment Update & Outlook document available now.
On account of the current restrictions, the Valuation Report for the quarter ending 30th September 2021 will not be posted but will be lodged in the Documents section of the A J Bell Investcentre website. We shall advise by e-mail when this process has been completed.