PFM Associates

PFM Associates are a fully regulated and dedicated firm of Independent Financial Planners, with our Head Office in Poole, Dorset. We are authorised and regulated by the Financial Conduct Authority, and provide a holistic financial planning service to our clients. PFM Associates are recognised as a Chartered Financial Planning firm, a level of professionalism achieved by a minority of IFA firms in the UK. All of our advisers are committed to the ongoing development of their knowledge and skills in a fast changing financial environment.

We have a team of advisers providing advice to our clients, and managing in excess of £500 million of client's funds. Our advisers are supported by a team of dedicated administration staff, helping to ensure that clients' queries are dealt with efficiently and effectively. We pride ourselves on offering a friendly, professional service and always putting our clients' interests first.