Responsible investing

We believe that investing responsibly, should be simple and allow are our clients to help to deliver meaningful change to sustainability issues should that be of interest.

Many of us intuitively know why responsible investing makes sense: investing in a sustainable future is the right thing for all of us to do. Responsible investment doesn’t mean that you have to give up your financial objectives – taking a responsible investment approach can actually be beneficial when it comes to generating long-term growth.

We believe that investing responsibly, should be simple and our goal is to make responsible investing easier for you and to help you decide which route is right for you, whilst meeting your financial goals and objectives.

If you want to find out more about how we can assist your investment journey, please contact us.

What our clients say


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


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


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


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


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

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.