Welcome to Portfolio & Pension Management

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.

About us

Our business was originally formed as a partnership in 1984 to provide financial advice and management to Individual Clients, Companies, Pension Funds and Trusts. In 2003 we became a Limited Company.

Investment Process

At the core of our investment process is a belief that asset allocation provides a structure which is fundamental to the effective and successful management of client portfolios and that the balance and composition of this structure will alter in accordance with market conditions and/or changes to each individual client’s needs.

Our Services

Our management services are applicable to investments held by individuals, Self-Invested Personal Pensions (SIPPs) and Trusts; for personal portfolios we utilise a variety of products, such as Individual Savings Accounts (ISAs), to achieve a tax-efficient return. In constructing and managing portfolios, we also provide continuous financial advice to ensure that the portfolios match the key financial objectives of each client.