PFM Associates was one of the first local firms to be awarded this status by the Chartered Insurance Institute (CII). We continue to be distinguished from many other firms in this respect.
Essentially, Chartered status enables us 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.
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.
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.
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.
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.
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.
Ready to start your journey?
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