Welcome to PFM Associates Limited
As Chartered Financial Planners we aim to build long term relationships with our clients, helping them to plan for their future and achieve their aspirations. 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.
Find your Key Investor Information Documents (KIIDS) here
Address: Sir Peter Thompson House, 25 Market Close, Poole, BH15 1NE | Tel: 01202 673456 | Fax: 01202 672122
PFM Associates Limited is authorised and regulated by the Financial Conduct Authority.
'The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk .'
PFM Associates is registered in England and Wales, company registration number 03871403.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
© Copyright 2019 PFM Associates All rights reserved.