Services

PFM Associates offers a full independent financial planning service to individuals and to businesses. This includes a wide range of services incorporating investments, pensions, mortgage advice and protection against death, accident or illness.

We provide advice in all of these areas for most of our clients as one area tends to impact on requirements in other areas. We can also provide ad hoc advice in specific areas for clients on request and although our client relationships often start this way, most develop into an arrangement whereby we manage all financial affairs.

A key part of our proposition is the PFM Wealth Management Service. This is our approach to managing your money in the most effective way, and can be utilised with investments, such as ISAs or unit trusts, as well as pension funds. This service keeps our clients informed of progress of their portfolios on a quarterly basis.

PFM Associates has a high level of expertise to provide advice and this is demonstrated by our status as Chartered Financial Planners. This is a standard level achieved by a small minority of firms in our industry and is indicative of our commitment to professional qualifications.

As independent advisers, we are happy to act on a fee or commission basis and this is discussed with all of our clients at an initial meeting. We offer all new clients a free, no obligation initial consultation as part of our service commitment.

Please follow the links below to find out more about the services we offer:

click here for our individual servicesclick here for corporate services

 

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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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