PFM Associates
PFM Associates is an independent, Chartered financial planning firm based in Poole, providing financial advice since 1999. They assist clients who are approaching, at, or in retirement, as well as professionals and business owners.
- Pension planning
- Wealth management
- Investment advice
- Retirement planning
- Business financial advice
- Independent financial planning
Locations
Competitors
Life Matters Financial Planning is an independent lifestyle financial planning firm based in Poole, Dorset, dedicated to empowering clients to make informed financial decisions.
Francis Clark Financial Planning in Salisbury offers expert financial advice to individuals, businesses, and trusts, focusing on practical, long-term financial plans.
Skybound Financial Planning is a firm of Chartered Financial Planners dedicated to helping clients secure their financial future.
Company Details
PFM Associates is operated by PFM Associates Limited and is a Active company incorporated on 4 November 1999 with the registered office located in Poole, Dorset. PFM Associates Limited was registered 25 years ago.
Status
Active
Size
Micro
Directors
5
Age
25 years old
Employees
Unreported
Turnover
Unreported
Total Assets
£6.47M
Cash in Bank
£302.83K
Total Liabilities
-£2.04M
Teams
11
8
2
1
Training Manager • Joined Apr 2023
Managing Director • Joined Feb 2019
Managing Director • Joined Jun 2024
Finance Administrator
Mortgage Administrator
Financial Planning Administrator • Joined Oct 2024
Independent Financial Planner • Joined Nov 2020
Independent Mortgage & Protection Adviser • Joined Oct 2021
Chartered Financial Planner • Joined Mar 2024
Financial Planner • Joined Apr 2022
Finance Administrator
Mortgage Broker • Joined Sep 2023
Financial Planning Administrator • Joined Oct 2024
Independent Financial Planner • Joined Nov 2020
Independent Mortgage & Protection Adviser • Joined Oct 2021
Chartered Financial Planner • Joined Mar 2024
Financial Planner • Joined Apr 2022
Financial Planner • Joined Nov 2023
Managing Director • Joined Feb 2019
Managing Director • Joined Jun 2024
Training Manager • Joined Apr 2023
View 11 members