Step 1
Technology:
Using best-in-class technology across all functions in the firm to improve the level of service we offer to our clients.
Step 2
Sustainability:
Working with clients to invest their money in Ethical, Sustainable and Governance (ESG) portfolios and adopting ESG principals across our business, for example, by becoming B-Corp accredited.
Step 3
Locality:
We want to support the communities in which we live and work. For example, we work with the Hope for Food.
Step 4
Professionalism:
Continually developing our financial planners to provide valuable, ongoing financial advice. We encourage all of our planners to become Chartered Financial Planners, which represents the ‘gold standard’ of financial planning advice.
Learn more about PFM Associates
What our clients say
We have known John Skipton for 11 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
Since being a client of PFM, I have been really impressed with the level of personal service and advice I have also received. Pensions and tax are a minefield of complexity to the uninformed and PFM have brought great clarity and I have learned much from Christian's advice, all provided with a very friendly and clear approach.
Bournemouth A client since 2019
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 12 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
Christian is only my second ‘adviser’ in 30 years of professional financial advice and I feel that I could not have acquired a better one; he listens carefully, is always empathetic to my concerns and requests.
I totally trust his judgement and considered advice which has always been balanced and very rewarding.
Poole A client since 1992
Ready to start your journey?
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