About Us
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 Services 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 £250 million of client’s funds. Our advisers are supported by a team of dedicated administration staff, helping to ensure that client’s queries are dealt with efficiently and effectively.
We pride ourselves on offering a friendly, professional service and always putting our clients’ interests first. We aim to provide clear advice and recommendations without the use of technical financial jargon that can cause confusion and act as a barrier to communication.
As members of the Personal Finance Society, we comply with the following code of ethics:
- Behave with responsibility and integrity
- Demonstrate professional competence and due care
- Uphold professional standards
- Respect confidentiality
- Be objective in making professional judgements and in giving information
