Cookies Plocy

PFM ASSOCIATES COOKIE POLICY

INFORMATION ABOUT OUR USE OF COOKIES

Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site.

A cookie is a small file of letters and numbers that we store on your browser or the hard drive of your computer if you agree. Cookies contain information that is transferred to your computer’s hard drive.

We use the following cookies:

  • Strictly necessary cookies. These are cookies that are required for the operation of our website. They include, for example, cookies that enable you to log into secure areas of our website, use a shopping cart or make use of e-billing services.
  • Analytical/performance cookies. They allow us to recognise and count the number of visitors and to see how visitors move around our website when they are using it. This helps us to improve the way our website works, for example, by ensuring that users are finding what they are looking for easily.
  • Functionality cookies. These are used to recognise you when you return to our website. This enables us to personalise our content for you, greet you by name and remember your preferences (for example, your choice of language or region).
  • Targeting cookies. These cookies record your visit to our website, the pages you have visited and the links you have followed. We will use this information to make our website and the advertising displayed on it more relevant to your interests. We may also share this information with third parties for this purpose.

You can find more information about the individual cookies we use and the purposes for which we use them in the table below:

Cookie Name Purpose More information
 

Necessary

 

__cfduid  

Used by the content network, Cloudflare, to identify trusted web traffic.

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Statistics

 

_ga

 

Registers a unique ID that is used to generate statistical data on how the visitor uses the website.

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Statistics

 

_gat

 

Used by Google Analytics to throttle request rate

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Statistics

 

_gid  

Registers a unique ID that is used to generate statistical data on how the visitor uses the website.

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Marketing

 

 

Collect (Google Analytics)

 

 

Used to send data to Google Analytics about the visitor’s device and behaviour. Tracks the visitor across     devices and marketing channels.

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Marketing

 

 

PREF (YouTube)

 

 

Registers a unique ID that is used by Google to keep statistics of how the visitor uses YouTube videos across different websites.

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Marketing

 

 

VISITOR_INFO1_LIVE (YouTube)

 

 

Tries to estimate the users’ bandwidth on pages with integrated YouTube videos.

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Marketing

 

YSC (YouTube)  

Registers a unique ID to keep statistics of what videos from YouTube the user has seen.

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Please note that third parties (including, for example, advertising networks and providers of external services like web traffic analysis services) may also use cookies, over which we have no control. These cookies are likely to be analytical/performance cookies or targeting cookies.

You block cookies by activating the setting on your browser that allows you to refuse the setting of all or some cookies. However, if you use your browser settings to block all cookies (including essential cookies) you may not be able to access all or parts of our site.

What our clients say

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Dr P Dickins & Mr X Talati

My husband and I have been advised by Isabel Sinclair regarding our financial affairs for the past 20 years. We have always had confidence in her advice which she has carefully tailored to our needs individually. She is conscientious in gathering our views before advising us about what she thinks will suit us. She is always helpful and happy to advise on all aspects of finance and spending. We would not hesitate to recommend PFM Associates.

Poole Clients since 1999

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George Bailey

I have known Alan since 1997. I trust him and I am very happy with the advice and service provided. I am confident in all the advice and would recommend anyone to Alan and PFM Associates Ltd.

Newport A client since 2011

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John Lawrence

I have known Alan Grout for 8 years. Alan is a good listener and always responds with sound advice. He reacts quickly to any query. I would always be happy to recommend Alan to others.

Gloucestershire A client since 2012

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Mr & Mrs Farr

We’ve been with PFM Associates for over 15 years and known Alan for 10 years. We never question the advice he gives us. Alan always gets back to us to resolve any queries or concerns that we may have. We would recommend Alan and PFM Associates.

New Milton Clients since 2005

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Mrs Barry

I have known David Venditti for over 8 years. I have absolute confidence in his ability as an adviser. I trust David implicitly and he has a great ‘bedside manner’. David explains everything to me thoroughly so I can fully understand. I would be happy to refer David.

Southampton A client since 2012

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Mrs Mead

David Venditti is very welcoming and friendly when I contact him. David is very knowledgeable, and I have total confidence in his abilities and he always makes sure we fully understand everything. I could not wish for a better Financial Adviser and would recommend him to anyone as I totally trust his advice and guidance.

Fordingbridge A client since 2012

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Mr Harper

I have known David Venditti for six years and he is reliable, trustworthy and gives good advice. I would be happy to recommend him to anyone who needs financial advice.

Ringwood A client since 2014

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Mr & Mrs Whatman

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

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Mr Laney

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

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Mrs Razey

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

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Mrs Drysdale

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

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Mr R C Brady

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

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Ann Brown

We have been clients of PFM Associates, specifically Isabel Sinclair, for many years and ran a very small family general practice. We found the advice over the years in practice and in our retirement planning very sound. Recently life events have changed the emphasis of our future planning and again we have had advice that we feel is relevant and helpful.

Dorset A client since 1996

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