About Us

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.

Founded in
Number of Financial professionals
Number of clients
Number of years with Chartered status

What is a Chartered Firm?

PFM Associates are proud to say that they have held Chartered status since January 2009. The accolade acts as a kitemark for quality in the eyes of the public, 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), and continues to be distinguished from many other firms in this respect.

This recognition is more important nowadays as quite rightly consumers understandably expect to deal with Financial Advisers who can provide first class service, advice and support.

Essentially, Chartered status enables us to be able 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.

Fewer than 500 firms* can boast Corporate Chartered status in the UK and PFM are proud to be a member of such an elite group.

(*Source: Chartered Insurance Institute, March 2019)

Sir Peter Thompson House history

We have been privileged to have called Sir Peter Thompson House our home since 2007 but it has a long history which has meant that it is a landmark building in the local area.

Originally called Poole Mansion it was constructed in 1746 by Sir Peter Thompson who was one of the few merchants to return to Poole after setting himself up as a successful merchant in London and trading in Hamburg and Newfoundland.

Peter Thompson was the son of one of Poole’s captains, who’d been involved in trade with the American colonists in Carolina. Before returning to Poole, Sir Peter had become an MP for St Albans as well as High Sheriff of Surrey.

Poole Mansion was also previously a hospital. In 1890 Lady Cornelia of Canford convinced her husband to buy Sir Peter Thompson House where she set up a hospital of 30 beds to replace a small surgery she had in West Street. Cornelia Hospital, as it was called, served the local community for some time before the hospital was transferred to a more purpose-built building in Longfleet Road.

Lady Cornelia of Canford was born on 17th September 1847, she was a leading evangelist in the country, a philanthropist and champion of education, as well as being a founder of the Church education corporation.

Locally she’s remembered for a large number of philanthropic projects that had a lasting effect on the town of Poole and as a representative of great wealth and privilege from an era now vanished.

We are proud to have a portrait of Lady Cornelia in our reception area as a reminder of all the good work that she did for the local area.