P F M Associates Limited

Independent Financial Adviser  Sir Peter Thompson House, Poole, BH15 1NE
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FCA authorised
Last authorised 25th October 2021
Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
MR Joseph McDonald
Financial Planner
MR Tom Wilson
Financial Planner
MR David Venditti
Financial Planner
MS Isabel Sinclair
Director
MR John Skipton
Financial Planner
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, we cover Dorset, Hampshire and Wiltshire.
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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Sir Peter Thompson House, 25 Market Close, Poole, Poole, BH1 3NS

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