Sir Peter Thompson House, 25 Market Close, Poole, Dorset, BH15 1NEMake an enquiry
We provide a holistic financial planning service to our clients. PFM Associates are a fully regulated and dedicated firm of Chartered Independent Financial Planners with our Head Office in Poole, and coverage across Dorset and Hampshire.
We are authorised and regulated by the Financial Conduct Authority and provide a holistic financial planning service to our clients. We believe the most important aspect of being a good financial adviser is building good relationships with our clients to make sure that we fully understand their circumstances, needs and objectives to offer advice that is a reflection of these. Holistic financial planning is about reviewing and planning a client’s financial affairs as a whole rather than focusing on one aspect in isolation. This takes into consideration all medium to long term goals, aspirations, needs and objectives.
We take our time to understand your objectives and together build a strategy aiming to help you achieve these goals. We also strive to build a long lasting partnership with you.
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