About Personal Money Management

PMM are specialists in Retirement Planning, Pension Strategy, Estate Planning and Investment Management.We have been operating for 40 years and are signed up to The Pension Transfer Gold Standard code of ethics.
Personal Money Management is a firm of Independent Advisers formed by Dr Peter M Marshall providing a personal and professional service to individuals and small businesses.We provide financial planning advice on pensions, retirement, investments, tax, protection and estate planning. We are able to offer this advice at our suite of offices in Currie, at your home, or at your place of business.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

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