Corporate Services

PFM Associates provides advice and a range of financial services to companies. We have been involved in the provision of financial planning for companies for many years, and this is becoming an increasingly large share of our overall client base.

The services we provide to companies can generally be split two ways; those aimed directly at the company directors/shareholders and those provided to the company for the ultimate benefit of company employees.

We understand that employers face an increasingly difficult battle to stay abreast of various issues, including employment law ­ often dictated by EU directives, the provision of competitive remuneration packages for employees, health and safety regulations, salary and benefit sacrifice, and the investment of company funds, to name just a few.

Our aim is to assist companies in any matters relating to their finances and we have advisers providing advice predominantly to companies and their employees. It is our aim to treat these employees as personal clients, getting to know them and their requirements where it is realistic to do so.

One area affecting the vast majority of employers in the UK within the next few years will be the requirement to provide a workplace pension scheme and to automatically enrol employees into the scheme. This is just one example of a current issue we are addressing with our corporate clients to ensure they are aware of their obligations, the costs involved and the best way of satisfying the legislation while providing quality solutions for their employees.

PFM are pleased to offer advice in the following areas:

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Chartered Financial Planners Image (Transparent Background)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 .'
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.
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