About Us

Welcome to Perry Monroe Ltd

We offer a comprehensive financial planning service for all your retirement, investment and protection needs:

• Pension Planning
• When do you want to retire and how much income will you need?
• Investments/Regular Savings
• Are you making the best use of any spare capital, tax allowances or surplus income?
• Estate/Trust Planning
• Inheritance tax is increasingly burdensome, do you want to consider ways to ensure your money goes to those that you love?
• Life Assurance/Income Protection
• How much cash would your family need to maintain their current lifestyle if you die prematurely or if you were unable to work?

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.

If you do have any suggestions please e-mail us or use one of our contact forms.