Wealth Management Service

The PFM Wealth Management Service is a key part of our investment proposition. In simple terms it provides our clients with a structured method of managing investments and pension funds within an agreed level of risk. We run six different risk-rated investment portfolios with a profile to suit most investors, including an Ethical portfolio.

stone crest on the wall at pfm associatesCore to the operation of this service is our Investment Committee, which meets on a monthly basis to review the funds held in our portfolios. We communicate with our clients on a quarterly basis, providing a valuation report, market update, and recommending any changes and adjustments to the investments held.

Our aim with these portfolios is to provide an investment solution for clients who require peace of mind that their investments are reviewed and monitored on a regular basis, and wish to be kept up to date on the progress and performance of their funds. This has become increasingly important in recent times due to the volatility and turmoil in financial markets.

We use investment ‘wrap’ platforms for the provision of the Wealth Management Service, which simply means that we can provide access to a very wide range of investments via a single administration point. This means we have unlimited choice in terms of investment providers and the ability to switch between different fund managers seamlessly. The use of a wrap platform means we can provide this at a very competitive cost.

Past performance is not a reliable indicator  of future returns. You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested.

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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 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.
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