Specialist advice areas
A key benefit to our clients who journey with us, is access to experts in specialist areas. This means that they don’t have to go elsewhere for the advice they need to achieve their goals.
Some examples of our specialist advice areas include:
Area 1
Inheritance Tax Planning
Inheritance tax is an unwelcome charge on the assets you have built up over the years.
We are able to help to reduce the impact of this tax using Wills and Trusts and Tax efficient financial plans.
Please note: The Financial Conduct Authority does not regulate will writing or taxation and trust advice.
If you want to know more, please contact us.
Area 2
Wills, Trusts & Tax
Deciding how to structure your Wills or your assets to protect the family in the future is often seen as complex. This is why they tend to be put to one side. We have expert professionals who are able to guide you and help you with this and the tax implications.
Please note: The Financial Conduct Authority does not regulate will writing or taxation and trust advice.
To discuss your needs, please contact us.
Area 3
Equity release
As a homeowner, you may be looking for some capital to make home improvements or adapt your home for later life. Alternatively, you may be looking to supplement your income over the long term. For those people who want to release equity from their homes as part of a wider financial plan, there are a variety of options.
However, there are significant risks associated with borrowing in retirement. Equity release won’t be suitable for everyone. Our experienced financial planners can help you to decide on the most appropriate option to meet your financial needs.
Please note: Your property may be repossessed if you do not keep up repayments on your mortgage.
To discuss your needs, please contact us.
Area 4
Medical Professionals
Our financial planners have been working with clients from the medical profession for many years. They have full knowledge of the NHS pension scheme and its nuances as well as the structure of the pay scales.
For more information, visit our Medical Professional page.
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.
