Welcome to the October Edition of the PFM Newsletter
I am delighted to share the news that PFM Associates has officially achieved Certified B Corporation (B Corp) status, a significant milestone for our business, our team, and our clients. This recognition reflects our commitment to building a successful business that balances commercial success with responsibility to our people, clients, community, and the wider environment.
Whilst we are proud of this achievement, we see it as the start of a journey rather than the end of one. There is a separate article within this newsletter that explains what B Corp means in more detail, why it is important to PFM and the positive impact we believe it will have for our clients, team and business. As part of our ongoing commitment, I will also provide a regular update in future newsletters highlighting the improvements, initiatives and projects we are implementing that support our B Corp values and commitments.
September also saw the launch of our new client portal. We hope everyone has successfully logged in and started to explore the benefits it offers. The portal provides a more secure and convenient way to access information, view key documents, and communicate with us digitally. If you have not yet been able to access your account or would simply like some guidance on getting the most from the system, please contact the team. We are always happy to help. In due course we will be inviting more clients to sign up as it is our preferred method of contact.
We would also like to remind clients about the platform review project first introduced in our September newsletter. Over the coming weeks, some clients may receive a personalised advice letter where we believe there may be an opportunity to improve the value, functionality, or suitability of their existing investment platform arrangements. These recommendations form part of our ongoing commitment to ensuring clients continue to benefit from the most appropriate solutions available to them. If you receive a letter and would like to discuss the recommendations in more detail, please contact your adviser or a member of the team.
Thank you, as always, for your continued trust and support. We look forward to continuing to support you and to sharing further updates as we build on our B Corp commitments in the months ahead.
Ian
This communication is provided for general information only. It does not constitute financial advice, a personal recommendation, or an offer to buy or sell any financial product. Financial planning and investment decisions should only be made after considering your individual circumstances.
Author: Ian Long