PFM Associates Limited
Initial consultation free
Independent
Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
We can advise you on
Clients
helped
143helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£250k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Tom Wilson
Financial Planner
Mr John Skipton
Financial Planner
Mr James Lewis
Financial Planner - Mortgage, Equity Release & Protection
Mr Ajay Sawhney
Financial Planner
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.To check that an adviser is regulated, you can contact the relevant regulatory or professional body .
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .