Business owners

We help time-short business owners to focus on their business and their personal finances.

Can your business benefit from financial advice?

In short, yes! Businesses can benefit from a multitude of services which include workplace pensions, group life protection and a range of other employee benefits designed to help attract and retain talent. We can also put the right protections in place to ensure that your business can continue to operate after the loss of a key person.

Succession and exit planning can be a key issue for business owners, especially if there is no obvious successor. We can help you to identify the best options for you to retire from your business in ways that can provide a tax-efficient income for your retirement.

We can also help you identify tax-efficient ways of saving into your pension, and there are a multitude of options for investing your profits if they are not needed elsewhere.

We can help you

  • Set up workplace pension schemes for your employees. We can also run on-site clinics to support employees with their personal planning.
  • Arrange group life protection policies.
  • Identify your options for exiting the business with an income or with a lump sum which will see you through retirement.
  • Put the right insurances in place for your business, for example, business loan protection, key person protection and shareholder protection.
  • Identify the risk of reaching the Pension Lifetime Allowance and find alternative, tax-efficient ‘homes’ for your savings and investments.

Why work with us?

There are many reasons why over 2,000 people in Dorset, Hampshire and the South have chosen us to help them on their financial journey.

Find out more

What our clients say

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Dr P Dickins & Mr X Talati

My husband and I have been advised by Isabel Sinclair regarding our financial affairs for the past 20 years. We have always had confidence in her advice which she has carefully tailored to our needs individually. She is conscientious in gathering our views before advising us about what she thinks will suit us. She is always helpful and happy to advise on all aspects of finance and spending. We would not hesitate to recommend PFM Associates.

Poole Clients since 1999

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George Bailey

I have known Alan since 1997. I trust him and I am very happy with the advice and service provided. I am confident in all the advice and would recommend anyone to Alan and PFM Associates Ltd.

Newport A client since 2011

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John Lawrence

I have known Alan Grout for 8 years. Alan is a good listener and always responds with sound advice. He reacts quickly to any query. I would always be happy to recommend Alan to others.

Gloucestershire A client since 2012

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Mr & Mrs Farr

We’ve been with PFM Associates for over 15 years and known Alan for 10 years. We never question the advice he gives us. Alan always gets back to us to resolve any queries or concerns that we may have. We would recommend Alan and PFM Associates.

New Milton Clients since 2005

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Mrs Barry

I have known David Venditti for over 8 years. I have absolute confidence in his ability as an adviser. I trust David implicitly and he has a great ‘bedside manner’. David explains everything to me thoroughly so I can fully understand. I would be happy to refer David.

Southampton A client since 2012

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Mrs Mead

David Venditti is very welcoming and friendly when I contact him. David is very knowledgeable, and I have total confidence in his abilities and he always makes sure we fully understand everything. I could not wish for a better Financial Adviser and would recommend him to anyone as I totally trust his advice and guidance.

Fordingbridge A client since 2012

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Mr Harper

I have known David Venditti for six years and he is reliable, trustworthy and gives good advice. I would be happy to recommend him to anyone who needs financial advice.

Ringwood A client since 2014

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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

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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

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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

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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

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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

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Ann Brown

We have been clients of PFM Associates, specifically Isabel Sinclair, for many years and ran a very small family general practice. We found the advice over the years in practice and in our retirement planning very sound. Recently life events have changed the emphasis of our future planning and again we have had advice that we feel is relevant and helpful.

Dorset A client since 1996

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.