PFM Associates

PFM Associates is an independent chartered financial planning firm in Poole, Dorset. It provides holistic financial planning together with advice on pensions, retirement, investment and wealth management. The firm also offers mortgages, lifetime mortgages, tax planning, long-term care and insurance, with support from financial planners, mortgage brokers and a wider team.

Founded in 1999, PFM Associates works with professionals, business owners and medical professionals, supporting clients with a range of personal and financial planning needs. It serves clients across Poole, Bournemouth, Christchurch, Wimborne Minster, Wareham, Sandbanks and the wider Dorset, Hampshire and South Coast region. PFM Associates is authorised and regulated by the Financial Conduct Authority, and has held Chartered status since January 2009.