P F M Associates Limited

Independent Financial Adviser Sir Peter Thompson House, 25 Market Close, Poole, Dorset, BH15 1NE
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
David Venditti
Financial Consultant
Brian Munroe
Financial Consultant
John Skipton
Financial Consultant
Alan Grout
Financial Consultant
Accreditations
Chartered Financial Planner
Rhiannon Rees
Financial Planner
adviser-person
Tom Wilson
Financial Planner
Martyn Brown
Financial Consultant
Isabel Sinclair
Director
Accreditations
Chartered Financial Planner
Joseph McDonald
Financial Consultant
Where to find us

Sir Peter Thompson House, 25 Market Close, Poole, Dorset, BH15 1NE

Make an enquiry
About us

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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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