Our Chartered Status & B Corp Certification

We’re proud to say that we’ve held Chartered status since January 2009. The accolade acts as a Kitemark for quality, being widely recognised as a symbol of trust.

PFM Associates was one of the first local firms to be awarded this status by the Chartered Insurance Institute (CII). We continue to be distinguished from many other firms in this respect.

Essentially, Chartered status enables us to demonstrate our professional commitment to raising standards of knowledge, capability, and ethical practice. It lets our clients know that they will receive the highest levels of service from us.

Any client who engages the services of a Chartered Financial Planner can expect the highest level of qualifications to have been achieved, along with the highest standards of professionalism.

Proud to be a Certified B Corporation

We are proud that PFM Associates is now a Certified B Corporation, recognising our commitment to running a successful business in a responsible and positive way. B Corp certification is awarded by B Lab, an independent non-profit organisation, to businesses that meet its standards of social and environmental performance, accountability and transparency.

Becoming a B Corp is about looking beyond financial performance alone. It considers the impact a business has on its clients, people, community and the environment, as well as the way it is governed. For PFM, certification followed an independent assessment and verification process and represents an ongoing commitment to maintaining and improving our standards. Certification is reassessed every three years.

What does B Corp mean for our clients?

At PFM, we have always believed that good financial planning starts with understanding what matters to you. Our approach has always been personal and one-to-one, focused on helping clients achieve their long-term objectives.

Our B Corp certification strengthens that commitment. It provides independent recognition that, alongside delivering high-quality financial advice and service, we are committed to operating our business with integrity, transparency and accountability, while considering the wider impact of the decisions we make.

For our clients, that means working with a financial planning company that is committed to:

– Putting clients at the heart of our decision-making

– Building long-term relationships rather than focusing on short-term outcomes

– Supporting and developing our people

– Contributing positively to our local community

– Continually looking for ways to become a better and more responsible business

Why are we proud to be a B Corp?

Achieving B Corp certification is something we are genuinely proud of because it reflects the type of business we want PFM to be.

Many of the principles behind B Corp were already part of how we wanted to operate. The certification process gave us the opportunity to look closely at what we do, strengthen our approach and hold ourselves to an independent standard.

But for us, B Corp isn’t simply a badge for our website. It is a commitment to keep improving.

We want to remain a business that our clients trust, our people are proud to be part of and our community values. It means continuing to listen, learn and look for practical ways in which PFM can make a positive difference.

A better business for the long term

Financial planning is, by its nature, about the future.

We help our clients make decisions today that can support the lives they want to lead tomorrow. We believe it is right that we apply the same long-term thinking to the way we run PFM.

Becoming a B Corp is an important milestone, but it is also the beginning of the next stage of our journey.

We are proud of what we have achieved, and even more excited about what we can do next.