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 investment portfolios, with a risk profile to suit most investors, as well as an Ethical portfolio.

stone crest on the wall at pfm associates Core 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.

Contact Form

CII Tel: 01202 673456
Fax: 01202 672122

Address: Sir Peter Thompson House, 25 Market Close, Poole, BH15 1NE