PFM Associates is a chartered, independent financial planning firm founded in 1999. Based in Poole, the team offers holistic financial advice, including pension and retirement planning, investments, tax planning, long-term care and protection, as well as lifetime mortgage and residential mortgage guidance. They provide one-to-one advice and tailor plans to help clients across Poole, Bournemouth and the South Coast achieve their long-term financial goals As a chartered planner, PFM Associates holds whole-of-market status and is authorised and regulated by the Financial Conduct Authority. Contact: Sir Peter Thompson House, 25 Market Close, Poole BH15 1NE; telephone 01202 673456; email advice@pfmassociates.co.uk.
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