Independent Financial Advisors in Bournemouth
PFM Associates comprises a team of independent Chartered Financial Planners in Bournemouth providing pensions advice, retirement planning, investment guidance and wealth management.
Financial Advisory Services in Bournemouth
If you’re looking for a truly unbiased “whole of market” Independent Financial Advisor in Bournemouth to give you complete peace of mind, look no further than PFM Associates. As Chartered Financial Planners, we work solely in your best interests and no one else’s.
We understand that everybody’s financial journey is different. Whether you’re approaching retirement, already enjoying your later years, running a business, or working as a medical professional, your financial situation is entirely unique to you. That’s why we take the time to truly understand what you want to achieve, both now and in the future, before recommending any solutions.
We are entirely independent from financial institutions and pension and investment product providers, which means our advice is always unbiased and completely tailored to your circumstances. With regular ongoing service, we provide you with peace of mind and security as your life evolves and your needs change.
Our approach is simple: we listen first, then we plan. We want to understand the type of lifestyle you wish to enjoy, the goals you’re working towards, and any concerns you may be having. Only then can we arrange your finances to help you achieve the wealth and security you need to live the life you want.
What our clients say
Our full range of services include:
What's on your mind? FAQs
For many people, their main concern is whether they will have enough money for the lifestyle they want in retirement. Once we understand the type of lifestyle you want to have, we can arrange your finances to help you achieve the wealth you need to retire at the age you want.
The question of whether you will have enough money to last through retirement really depends on the type of retirement you want to enjoy. During the active stage of retirement, you want the confidence to spend money. In the later stages of life, you may want the security of knowing you can afford the necessary care.
As high earners, you are more likely to reach the lifetime allowance of your pension pot. For many, they want to make sure that they can enjoy the same lifestyle in retirement as they do in their working lives. For others, they want the ability to continue working but not be penalised with a big tax bill for doing so.
If you’ve already worked with a financial planner, you should be well on track to achieving the retirement that you want to enjoy. But if you haven’t, it’s never too late to begin. Once we understand the type of lifestyle you want to have, we can arrange your finances to help you achieve the retirement you want.
The sooner the better! Life is busy, what with juggling your career or maybe your own business alongside your family. So it can be difficult to make time to think about your financial priorities and what you need to do about them. However, it really is important to make time to understand what you want for you and your family, both now and in the future – then you can leave the rest to us.
In short, yes! Businesses can benefit from a multitude of services which include workplace pensions, group life protection and a range of other employee benefits designed to help attract and retain talent.
They can also benefit from business loan protection, key person protection, succession planning and shareholder protection.
In addition, business owners can benefit from different approaches to their personal retirement planning.
Why work with us?
There are many reasons why over 2,000 people in Dorset, Hampshire and the South have chosen us to help them on their financial journey.
Ready to start your journey?
If you have any questions or would like to organise a no-obligation consultation at our expense, please complete this form.