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 Conduct Authority, and provide a holistic financial planning service to our clients.

statue of a lion on the side of pfms buildingPFM 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. 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:

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CIIAddress: 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 2017 PFM Associates All rights reserved.
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