Our philosophy
We provide an excellent financial planning service, which is entirely focused on our clients’ needs. To achieve this, our philosophy is based on the following four ‘pillars’:
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 Purposeful Money to invest our clients’ 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 Dorset Wildlife Trust.
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 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.
