Approaching retirement

Whether it’s hitting a milestone birthday or receiving a pension statement, there will come a time when thoughts turn to how and when you can retire.

Can you afford to retire when you want to?

For many people, their main concern is whether they will have enough money for the lifestyle they want in retirement. For some, they have had enough of the treadmill and want to know if they can retire before the traditional age of 65.

Once we understand the type of lifestyle you want to have, we can arrange your finances to help you achieve the wealth you need to retire at the age you want. We’ll spend time getting to know you and your goals for retirement. Then we’ll create a holistic financial plan which will set you on the right course to achieve them.

We can help you

  • Achieve the retirement you want to have whilst enjoying the wealth you have today.
  • Simplify your various pensions and invest them to achieve your retirement goals. We can also advise on Defined Benefit pension transfers.
  • Give a helping hand to your children – perhaps with education fees or getting onto the property ladder.
  • Achieve your dreams of owning a second home, or a trip of a lifetime.
  • Put the right insurance in place to look after your family should you become ill or die.

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.