Individual Services

PFM Associates offer a wide range of services relating to the finances of individuals. Personal financial planning is, in our opinion, a crucial process that everyone should consider periodically.

The financial planning process for individuals usually includes the discussion and agreement of financial goals and aspirations, the prioritisation of these goals, and the timeframes in which they should be achieved. We also undertake an assessment of existing plans, investments and insurances, and whether these offer good value and potential growth, and are in line with your overall aims.

The final part of the financial planning process is for us to advise clients of how any gaps or shortfalls can be addressed, and provide specific recommendations on how to achieve your goals. This may include regular savings and investments, the investment of lump sums, pension and retirement planning, mortgage advice, life and health insurance, and advice on taxation and trust planning.

It is important to periodically review your goals and progress towards attaining them. Lifetime ‘events’ such as marriage, divorce, starting a family, or a change in career, can instigate a dramatic change in the importance of different areas of personal finance. For example, a couple with newborn young children may wish to consider areas such as additional life assurance and planning for school or university fees.

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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