How to find us

Our modern new office is located on Poole Quay.

To book an appointment, please contact us on:

advice@pfmassociates.co.uk

01202 673456

Alternatively, please complete the form below and we’ll get back to you.

First Floor
Quay House
7 The Quay
Poole
Bournemouth
Dorset
BH15 1HA

What our clients say

We have known John Skipton for 11 years. John Skipton is always patient and gives good sound advice. I would be happy to recommend John Skipton and PFM Associates to anyone should the situation arise.

Mr & Mrs Whatman - Christchurch

A Client since 2014

John has a very strong ability to explain complex financial matters in a simple and concise way, without watering down the key points of detail. This is important when I am making decisions about my financial future.

Mr Laney - Bournemouth

A Client since 2015

PFM have been our Independent Financial Advisers for many years. We like the fact that each adviser has their own area of expertise, so clients have access to a wide knowledge base. We feel confident that our money is well-managed and highly recommend PFM.

Mrs Drysdale - Dorset

A Client since 1998

I was introduced to PFM by a family member about 12 years ago, in order to obtain personal pension planning advice. I have been very pleased with the advice given by my adviser, for my pensions and for wealth management. I have no hesitation in recommending PFM.

Mr R C Brady - Bristol

A Client since 2012

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Complaints

We hope that there would never be cause for complaint, but if you would like to raise an issue, please contact us in the first instance so that we can rectify the problem. If you are dissatisfied with our response, the Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to