Our journey
PFM Associates was founded in 1999 to provide completely independent, holistic financial planning to clients in Poole, Bournemouth, Dorset, Hampshire and across the South. 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.
Find out moreYour journey
Everybody’s journey is different. We add the most value to those people who are either in retirement or on the journey towards retirement.
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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.
Christchurch Clients 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.
Bournemouth A client since 2015
What's on your mind?
For many people, their main concern is whether they will have enough money for the lifestyle they want in retirement. Once we understand the type of lifestyle you want to have, we can arrange your finances to help you achieve the wealth you need to retire at the age you want.
Learn moreIf you’ve already worked with a financial planner, you should be well on track to achieving the retirement that you want to enjoy. But if you haven’t, it’s never too late to begin. Once we understand the type of lifestyle you want to have, we can arrange your finances to help you achieve the retirement you want.
Learn moreThe question of whether you will have enough money to last through retirement really depends on the type of retirement you want to enjoy. During the active stage of retirement, you want the confidence to spend money. In the later stages of life, you may want the security of knowing you can afford the necessary care.
Learn moreThe sooner the better! Life is busy, what with juggling your career or maybe your own business alongside your family. So it can be difficult to make time to think about your financial priorities and what you need to do about them. However, it really is important to make time to understand what you want for you and your family, both now and in the future – then you can leave the rest to us.
Learn moreAs high earners, you are more likely to reach the lifetime allowance of your pension pot. For many, they want to make sure that they can enjoy the same lifestyle in retirement as they do in their working lives. For others, they want the ability to continue working but not be penalised with a big tax bill for doing so.
Learn moreIn short, yes! Businesses can benefit from a multitude of services which include workplace pensions, group life protection and a range of other employee benefits designed to help attract and retain talent.
They can also benefit from business loan protection, key person protection, succession planning and shareholder protection.
In addition, business owners can benefit from different approaches to their personal retirement planning.
Learn moreReady to start your journey?
If you have any questions or would like to organise a no-obligation consultation at our expense, please complete this form.