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Who are we?

PFM Associates are a fully regulated and dedicated firm of Chartered Independent Financial Planners with our Head Office in Poole, Dorset. We are authorised and regulated by the Financial Conduct Authority and provide a holistic financial planning service to our clients.

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Our Services

insurance
Protecting you and your family

Personal protection includes a wide range of insurances to protect you and your family in the event of death, serious illness, or accident. Our advisers will talk to you about what your concerns and priorities are, and help you to decide how these can be mitigated cost effectively.

family
Buying a property

Buying a house is one of the most important decisions a person can make. For most people this requires a loan secured against a property in the form of a mortgage. Our advisers can review the mortgage market on your behalf and help you to assess the features that are most important to you.

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Investing

If your income exceeds your outgoings, or if you are gifted or inherit a lump sum, you have a decision to make as to where and how to invest the money. All investments have different tax treatment and are not always suitable for everyone. We will assess your needs and objectives, your tax position and assist you with recommendations for your savings. Many of our clients use our Wealth Management Service to ensure their investments are aligned with their personal risk profile, are frequently reviewed and can be monitored with regular reporting and valuations.

retirement
Your retirement

We are all living longer than ever, with many people now living well into their 80’s, 90’s and beyond. When the time comes to retire, most of us hope to spend the final phase of our lives relaxing and enjoying life at a pace of our choosing.

Our advisers will be happy to guide you through the options available to you in order for you to plan for and enjoy your retirement, providing advice on the most tax efficient means of achieving your goals. We are always happy to hold joint meetings with friends or family members if you would prefer to do so.

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