PFM Associates Limited

Independent Financial Adviser  Penn Common Road, Lyndhurst, Hampshire, SO43 7JL
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FCA authorised
Last authorised 1st March 2021
I believe in spending as much time with a client as they need to ensure they fully understand their current arrangements and support them to make good financial decisions for their future.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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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 first home
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Mr Gary Loveless
About us

Gary is a qualified financial adviser with over 25 years’ experience in financial services, of which 15 years has been advising clients.

Gary lives on the northern edge of the New Forest and is less than a 30-minute drive from the cities of Bournemouth, Southampton, Salisbury and Winchester. His spare time is spent with his wife, daughter and two sons, working on DIY projects, gardening, walking his dog or playing and organising cricket matches.

Our services

My specialist areas are in pensions, protection, investments, Inheritance Tax planning and mortgages.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Penn Common Road, Bramshaw, Lyndhurst, Hampshire, SO43 7JL

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For your financial future