Corporate
Head Office:

Sir Peter Thompson House
25 Market Close
Poole
BH15 1NE
Tel: 01202 673456
Fax: 01202 672122

Financial Planning For Business

Financial planning is an important consideration for businesses, particularly for smaller businesses, where the owners are often also central to the operation, and therefore to the continued viability of the business.

PFM Associates Limited are able to offer advice with regard to Taxation, Remuneration Strategy, Personal and Group Protection, Key Person insurance, Provision for Retirement, Provision for Illness, Shareholder Protection, Company Share Purchase, Inheritance Tax Mitigation, Commercial Mortgages, Fund Raising Taxation. Pensions such as Executive Pension Plans- EPP, Small Self Administered Pension Plans - SSAS, Self Invested Personal Pension Plans - SSIP, Contracted out Money Purchase - COMP, Contracted In Money Purchase - CIMP, Group Personal Pension Plan - GPPP, Stakeholder Pension Plans.

Please contact us to discuss your particular needs.


PFM Associates is regulated by the FSA. No. 213724