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.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 20 Fulwood Ave, Bournemouth, BH11 9NJ
01202599000
Business Name
PFM Associates
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