About us
PFM Associates was founded in 1999 to provide completely independent, holistic financial planning to clients in Dorset, Hampshire and the South.
Over 20 years later, we continue to provide personal, one-to-one financial planning advice, navigating our clients towards achieving their long-term financial goals.
We specialise in helping people who are approaching, at and in retirement, as well as professionals, medical professionals and business owners.
We uphold high standards of professionalism and this is demonstrated by our Chartered firm status, which we have held for over 10 years.
Most importantly, we have maintained our independent status. This means that we have the freedom to identify and recommend the best possible solutions for our clients’ financial needs.
Founded in – 1999
Number of financial professionals – 19
Number of clients – 2489
Number of years with Chartered status – 10
Learn more about PFM Associates
What our clients say
We have known John Skipton for six 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
Thomas Wilson is always professional and the advice has been good. It has been reassuring to find an adviser that I could fully trust. PFM have always been open and honest with me and my family.
Dorset A client since 2016
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.
Dorset A client since 1998
I was introduced to PFM by a family member about eight 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.
Bristol A client since 2012
Ready 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.
