ABOUT US.
PM Financial was created as a gap in the market was identified by Jonathan Morgan, Director of the award winning Peter Morgan Property Group alongside James Richards, a mortgage broker with 12 years experience and double award winning Estas customer service recipient. Based in South Wales, a gap in the market was identified to offer in house training for agents with the need understood and met by the pair who operate within a multi branch regional agency. Now offering nationwide business to business mortgage and financial and insurance services. A custom built, intuitive and automated platform allows PMF to integrate seamlessly into your sales team offering consistent and efficient contact between agent, brokers and client.
The team at PMF has now grown to three full time advisors as they now look to recruit a fourth. The team are all trained and aware of the services required by agents and offer 100% success retention rate between agent and broker. The platform is ready to go, free to use and contract free with healthy commission. Get in touch with Jonathan and James to arrange a meeting and then sales training. Start writing mortgages with PMF today.
Mortgage Advice
Within the PMF we have three fully qualified advisors on our team headed by James Richards speicliast broker.
All representatives of HLP we can offer the following:
- Whole of market mortgage advice
- Identifying suitable products for applicants’ individual mortgage and protection needs
- A variety of mortgage types available including Fixed, Capped, Variable rates
- Mortgages for first time buyers, home-movers, re-mortgaging and Buy to Let investors
- Buildings & Contents insurance with introductory no claims discount for homeowners and first-time buyers
- Life, Critical illness, mortgage protection policies available
Life Insurance
At PMF, life insurance is not just a policy; it's a commitment to safeguarding the future. With a range of customisable options and competitive premiums, PMF's life insurance products cater to diverse needs and budgets.
Whether it's income protection, estate planning, or simply securing a legacy, PMF's expertise and dedication shine through in their life insurance offerings. Clients can trust PMF to provide financial security, ensuring that their loved ones are well-supported during life's uncertainties, making PMF a leading choice in the UK's financial landscape.
Health Insurance
PMF's health insurance plans are designed with your health and peace of mind in mind. In an ever-changing healthcare landscape, PMF stands out as a beacon of reliability, offering tailored health insurance solutions that address a wide range of needs.
Protect your well-being with comprehensive health cover offering financial protection against unexpected medical expenses, ensuring you receive the treatment you need, when you need it.
Sports Insurance
Welcome to #TeamPMF where we work with #ProtectedAthletes our brand new offering. Looking after Athletes Nationally and offering health life and income protection for customers around the UK.
We are working with many teams nationally to ensure their players and families are protected when taking part in sport.
When you take out a mortgage its important that you and your families are protected and financial and health wellbeing is a priority and that’s where insurance and our intentions come into play, we at PMF want to work with clients to ensure their health and protection needs are met.
We are the official partner of Prostate Cymru.
Welcome to PM Financial Ltd, your trusted partner for financial security and peace of mind.
