Our philosophy

We provide an excellent financial planning service, which is entirely focused on our clients’ needs. To achieve this, our philosophy is based on the following four ‘pillars’:

Step: 1

Technology:

Using best-in-class technology across all functions in the firm to improve the level of service we offer to our clients.

Step: 2

Sustainability:

Working with clients to invest their money in Ethical, Sustainable and Governance (ESG) portfolios and adopting ESG principals across our business, for example, by becoming B-Corp accredited.

Step: 3

Locality:

We want to support the communities in which we live and work. For example, we work with the Hope for Food.

Step: 4

Professionalism:

Continually developing our financial planners to provide valuable, ongoing financial advice. We encourage all of our planners to become Chartered Financial Planners, which represents the ‘gold standard’ of financial planning advice.

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

Learn more about PFM Associates

Our Chartered status

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Meet the Team

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Our philosophy

Technology:

Sustainability:

Locality:

Professionalism:

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