PFM Associates is an independent chartered financial planning firm based in Poole, Dorset, serving clients across Poole, Bournemouth, Christchurch, Wimborne Minster, Wareham, Sandbanks and the wider Dorset, Hampshire and South Coast region. Founded in 1999, the firm provides holistic financial planning and independent financial advice tailored to personal, family and business financial requirements.
Core services include pensions advice, retirement planning, investment management, wealth management, mortgages, lifetime mortgages, tax planning, long-term care and protection services designed to support long-term financial security and wealth-planning objectives. PFM Associates works with professionals, business owners and medical professionals requiring independent advice across retirement income, investments, estate planning, mortgages and financial protection arrangements.
The firm combines independent financial-planning expertise with long-term client support delivered through financial planners, mortgage advisers and a wider specialist team. PFM Associates is authorised and regulated by the Financial Conduct Authority and has held Chartered status since 2009, supporting clients with professionally structured financial-planning and wealth-management services across the South Coast region.