At retirement

If you’re ready to retire you’ll be looking forward to the time when you don’t have to work for a living and you can spend your time as you wish.

You want to retire soon – what should you do?

If you’ve already worked with a financial planner, you should be well on track to achieving the retirement that you want to enjoy. But if you haven’t, it’s never too late to begin. Whether you want to retire in five years, or just as soon as possible, once we understand the type of lifestyle you want to have, we can arrange your finances to help you achieve the retirement 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.
  • Simplify your various pensions and invest them to achieve your retirement goals.
  • Give a helping hand to your children – perhaps with education fees or getting onto the property ladder.
  • Plan your estate to make sure you can pass on your wealth to those you want to benefit after your death, or help support your loved ones now.

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


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.