P F M Associates Limited

Independent Financial Adviser  Sir Peter Thompson House, Poole, Dorset, BH15 1NE
First meeting at adviser's own cost
Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 26th October 2020
Meet our advisers
Joseph McDonald
Financial Consultant
John Skipton
Financial Consultant
Martyn Brown
Financial Consultant
Brian Munroe
Financial Consultant
Alan Grout
Financial Consultant
Isabel Sinclair
Director

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

Accreditations
Chartered Financial Planner
Tom Wilson DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

David Venditti
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, Dorset. 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.

Where to find us
Head office address: Sir Peter Thompson House, 25 Market Close, Poole, Dorset, BH15 1NE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 26th October 2020

Similar advisers near you

Restricted - whole of market 0.07 mi
PLAIN SPEAKING, FINANCIAL PLANNING ADVICE MADE CLEAR. Professional advice based on a wealth of knowledge, wisdom and experience.
 
Independent Financial Adviser 0.73 mi
Our Chartered Financial Planners provide personalised independent financial planning advice. We simplify investment management so you make the right choices.
 
Independent Financial Adviser 4.2 mi
Small enough to care but big enough to cope with any financial situation.
 
Independent Financial Adviser 5.01 mi
I pride myself on my ability to explain complex issues so that they are easily understood.