About us
What our clients say
Over 25 years later, we continue to provide personal, one-to-one financial planning advice, navigating our clients towards achieving their long-term financial goals.
We specialise in helping people who are both approaching retirement and in retirement, as well as professionals, medical professionals and business owners.
We uphold high standards of professionalism and this is demonstrated by our Chartered firm status, which we have held for over 10 years.
Most importantly, we have maintained our independent status. This means that we have the freedom to identify and recommend the best possible solutions for our clients’ financial needs.
Founded in – 1999
Number of financial professionals – 21
Number of years with Chartered status – 16
Learn more about PFM Associates
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