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.

Here are just a few:


We're financial planners

We are financial planners providing a dedicated, personal service. We focus on working with our clients over the long term to navigate them towards the best ways to achieve their financial goals.


We're Chartered

We are a Chartered Financial Planning firm. This demonstrates our professional commitment to raising standards of knowledge, capability, and ethical practice. And we ensure that all clients benefit from this gold standard.


We're independent

Our independence means that we have the freedom to identify and recommend the best possible solutions for our clients’ financial needs. We are also directly authorised by the profession’s regulator, the FCA.


We're established

We’re an established firm with a strong heritage, but with a forward-looking approach to serving our clients. With continuous investment in our people and technology, we’ll be there to navigate our clients towards achieving their goals throughout their lifetimes.


We have principles

We adopt ethical, sustainable and corporate (ESG) principles in the way that we do business with clients, employees, providers and partners. We’re focused on having a positive impact on our local community and encourage our people to get involved.

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.