PFM Associates Ltd

0 reviews

Contact

Address:
Quay House., 7 The Quay
Poole BH15 1HA
England
United Kingdom
Phone number:
+44 1202 673456

OPEN HOURS

Monday
8:30 - 17:00
Tuesday
8:30 - 17:00
Wednesday
8:30 - 17:00
Thursday
8:30 - 17:00
Friday
8:30 - 14:00
Saturday
Closed
Sunday
Closed

Categories

Location on map

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Company description

PFM Associates has been delivering tailored financial planning for over 25 years, helping clients achieve lasting financial security. They specialise in supporting those nearing or in retirement, as well as professionals, medical experts, and business owners. As an FCA-authorised Chartered firm for over a decade, they're committed to the highest standards of integrity and professionalism. As a fully independent company, they provide unbiased advice, always putting your goals first. PFM's approach includes selecting solutions that align with your values, including a strong emphasis on ESG (Environmental, Social, and Governance) principles. Get in touch to find out more and start reaching your financial goals.

More details

List of Services
Holistic Financial Planning, Pensions & Retirement Planning, Investment & Wealth Management, Tax Planning, Long-Term Care & Insurance
Social Media
https://www.facebook.com/PFMASSOCIATES/ https://twitter.com/PFMASSOCIATES https://www.linkedin.com/company/pfm-associates/

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