P F M Associates Limited

Independent mortgage adviser  Sir Peter Thompson House, Poole, BH15 1NE
First meeting at adviser's own cost
We can advise you on
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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
Response rating
7.1/10
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FCA authorised
Last authorised 1st August 2022
Meet our advisers
Mr James Lewis
Mortgage & Protection Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

About us

PFM Associates provides a 'whole-of-market' mortgage advice service that gives us the ability to source and recommend the mortgage that suits your individual circumstances.

Whether you are a first-time buyer, looking to move house or just review your existing arrangements to see if your existing mortgage is right for you, we are on hand to help find the best mortgage deal for you.

PFM Associates are a fully regulated and dedicated firm of Independent Financial Planners with our Head Office in Poole, Dorset. We are authorised and regulated by the Financial Conduct Authority.

Our services

We believe the most important aspect of being a good adviser is building good relationships so we really understand our client's needs and goals.
Once we understand these we can then find the best mortgage for them.

Where to find us
Head office address: Sir Peter Thompson House, 25 Market Close, 25 Market Close, Poole, BH15 1NE
Service coverage
Preferred clients
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    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.

Response rating
7.1/10
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FCA authorised
Last authorised 1st August 2022

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