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advice@pfmassociates.co.uk 01202 673456 Client Login
  • Home
  • Services
    • Holistic Financial Planning
    • Pensions
    • Retirement
    • Investment
    • Wealth Management
    • Mortgages
    • Lifetime Mortgages
    • Tax Planning
    • Long-Term Care
    • Insurance
  • About us
    • Meet the team
    • Our chartered status
    • Our philosophy
    • In the community
    • Why PFM?
    • How we work together
    • News
  • Your journey
    • Are you a professional?
    • Are you a business owner?
    • Are you a medical professional?
    • Are you approaching retirement?
    • Are you at retirement?
    • Are you in retirement?
  • Responsible investing
  • Contact us

Journal

Covid-19 •
ESG •
Financial Advice •
Financial Planning •
Investments •
Lasting Power of Attorney •
Lifestyle •
Mortgage Broker •
Mortgages •
News •
Pensions •
Retiring •
Spotlight

The Good Life Investments: What Science Tells Us About Living Longer and Better

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Introducing the PFM Mortgage Team, James, Wendy, and Katy

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Melanie Tydeman – 20 Years of Steady Support and Client Care

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Anna Pearce – A Personal Reflection of 20 Years at PFM

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Covid-19

5 ways the Chancellor could recoup the cost of Covid-19

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ESG

Top ESG trends for 2021

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How ESG can support long-term goals

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Good Money Week: ESG and investment sustainability

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Financial Advice

Lasting Power of Attorney: Why is it something we put off?

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Why financial lessons are important for children and teens

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Underestimating the amount you need in retirement: How a mid-life check can help

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Why financial advice can be important following the loss of a loved one

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3 financial lessons to teach young adults before they go to university

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Financial Planning

10 practical financial spring cleaning tips to boost your savings

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10 steps to take if you’re retiring in 2021

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Talk Money Week: The benefit of family financial planning

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Investments

Investment market update: May 2021

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Investment market update: February 2021

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The history of investing: What the past can teach us about market cycles

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Investment market update: December 2020

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Investment market update: November 2020

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How ESG can support long-term goals

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Lasting Power of Attorney

Lasting Power of Attorney: Why is it something we put off?

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Lifestyle

5 tips for ‘switching off’ when you’re working from home

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How to spot a scam as the number of warnings rise

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Revealed: the wellbeing and emotional impact of financial advice

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7 signs your work-life balance could benefit from an adjustment

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The benefits of a daily walk

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Mortgage Broker

6 reasons to use a mortgage broker

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Mortgages

6 reasons to use a mortgage broker

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News

financial stock market graph on an abstract background

Investment market update: August 2021

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Street of traditional terrace houses in Bridgenorth, Shropshire

How have homes (and their prices) changed over the decades?

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Table filled with paper with graphs and pie charts on as someone uses a calculator

After 2 “once in a lifetime” economic events in 12 years, how can you protect your assets?

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Aerial photo of wind turbines surrounded by woods in Wales, UK

Good Money Week: The beginner’s guide to “ethical” money

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Calendar with a date circled in red and a note reading “Retire!”

When can you access your pension? It might be further away than you think

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Senior couple sitting in a colourful park

Why switching to a sustainable pension is the best thing you can do to tackle climate change

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Pensions

Is your pension forecast too optimistic? Why you need to look beyond the headline sum

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Why adding your savings to your pension could mean your money goes further

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8 pension mistakes that could affect your retirement

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Pensions and divorce: What are your options?

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Are you overestimating your State Pension? It could affect retirement opportunities

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How the inflation measure switch could affect your pension

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Retiring

Retiring in 2021? Planning is key as two-thirds risk depleting their pension savings

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Are you overestimating your State Pension? It could affect retirement opportunities

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10 steps to take if you’re retiring in 2021

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advice@pfmassociates.co.uk
01202 673456

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Quay House
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Bournemouth
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PFM Associates Limited is authorised and regulated by the Financial Conduct Authority. PFM Associates Limited is registered in England and Wales, company registration No 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.

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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