
PFM ASSOCIATES
Incorporated
Industries Served
Client Rating

About The Firm
PFM Associates was founded in 1999 to provide completely independent, holistic financial planning to clients in Dorset, Hampshire and the South.
Over 25 years later, we continue to provide personal, one-to-one financial planning advice, navigating our clients towards achieving their long-term financial goals.
We specialise in helping people who are both approaching retirement and in retirement, as well as professionals, medical professionals and business owners.
We uphold high standards of professionalism and this is demonstrated by our Chartered firm status, which we have held for over 10 years.
Most importantly, we have maintained our independent status. This means that we have the freedom to identify and recommend the best possible solutions for our clients’ financial needs.
