set sail for a financially secure future

Welcome to PFM Associates Limited

pfm associates buildingAs Chartered Financial Planners we aim to build long term relationships with our clients and help them move from where they are now to where they want to be in the future. We have a team based approach with a sustainable investment process.

We have definitive service propositions tailored to meet your expectations whether you’re an individual, a company or a charity.

We use our expertise and imagination to come up with innovative but practical solutions for you.

We listen to you, we work with you and we help you to build a better future.

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CIITel: 01202 673456
Fax: 01202 672122

Address: Sir Peter Thompson House, 25 Market Close, Poole, BH15 1NE
 

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