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PFM Associates PFM Associates
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Business Details
27 Years
experience
We were founded in 1999 to deliver completely independent, holistic financial planning across Poole and the wider South Coast. Over the past 25 years we have built a reputation for providing personalised, onetoone advice that aligns with each clients longterm objectives. Our chartered advisers possess recognised qualifications and specialise in pensions, retirement, investment, wealth management, mortgages and tax planning. We apply a comprehensive approach that integrates longterm care insurance and responsible investing to address the full spectrum of our clients financial needs. By remaining fully independent, we are able to recommend solutions that are truly in the best interest of the client rather than driven by product providers. We adhere to the highest professional standards, as reflected by our chartered status and consistently high ratings on VouchedFor.

Our team members each focus on distinct areas of expertise, ensuring that complex financial matters are explained clearly and concisely. We work collaboratively with professionals, business owners and medical practitioners to tailor strategies that suit diverse circumstances. Our commitment to transparency is demonstrated through detailed documentation and regular reviews of each clients plan. We pride ourselves on achieving measurable outcomes, with many clients reporting confidence in their financial future after our guidance. Our dedication to client satisfaction is evident in the longstanding relationships we maintain, many extending beyond a decade.
Details
  • Year established: 1999
  • Licensed
  • Insured
Highlights and features
  • We have over 25 years of independent financial expertise.
  • Our chartered advisers hold recognised professional qualifications.
  • We provide personalised onetoone holistic financial planning.
  • Our team includes specialists in pensions, investments and tax.
  • We have 211 verified client reviews confirming our performance.
Payment methods
  • Cash
  • Debit cards
  • Credit cards
Website
Services
Responsible investing Responsible investing
At Purposeful FM, we strive to make responsible investing straightforward and accessible, allowing our clients to support sustainability while pursuing their financial ambitions. We understand the intrinsic value of investing with a conscience, and we guide each individual to choose the most suitable path. Responsible investing aligns ethical impact with financial performance, promoting long-term value. Our approach helps clients integrate sustainability into their portfolio without compromising their goals.
Inheritance Tax Planning
Inheritance tax can significantly reduce the value of the estate youve carefully built. We offer strategic solutions to mitigate its effect through tailored financial planning, Wills, and the use of Trusts. Our expertise allows us to construct tax-efficient arrangements suited to your specific circumstances. This approach ensures more of your legacy is passed on as intended.
Wills, Trusts & Tax
Planning Wills and managing assets for future family protection can appear daunting, which often leads to delays. Our specialists provide clear, professional guidance tailored to your individual needs. We assist you in navigating the complexities involved, including tax considerations. With our support, you can make confident and informed decisions for your familys future.
Equity release
Equity release may offer a means of accessing funds tied up in your property, whether for home adaptations or to support your income in retirement. We understand that such decisions carry long-term financial implications and are not suitable for everyone. Our expert financial planners will assess your circumstances thoroughly. We are committed to helping you identify the most appropriate strategy for your needs.
Medical Professionals
With extensive experience supporting clients in the medical field, our financial planners possess a deep understanding of NHS pension arrangements and associated intricacies. We are well-versed in the complexities of medical pay structures and provide guidance that reflects this specialised knowledge. Our aim is to deliver financial clarity tailored to the unique circumstances of medical professionals.
Reviews (4)
J. Barker
Mar 19, 2021 Report
Since being a client of PFM, I have been really impressed with the level of personal service and advice I have also received. Pensions and tax are a minefield of complexity to the uninformed and PFM have brought great clarity and I have learned much from Christian's advice, all provided with a very friendly and clear approach.
Tim Westo Ormesher
Apr 12, 2020 Report
I have had very personable and professional assistance regarding pensions and investment advise from PFM associates....... They dealt with my pension portfolio in a very timely and efficient manner. I would have no hesitation in recommending friends and colleagues.... Thank you
Jeff Turnbull
Jan 20, 2020 Report
Rhiannon is the best mortgage broker that I have had the pleasure to deal with in 20+ years. Her personality is warm, patient and reassuring. Nothing was too much trouble for her. Rhiannon's service has been informative & efficient. She found excellent products that suited our needs and pocket. I highly recommend Rhiannon and look forward to working with her again in the future.
Nancy Turnbull
Mr. Laney
Jun 06, 2017 Report
John has a very strong ability to explain complex financial matters in a simple and concise way, without watering down the key points of detail. This is important when I am making decisions about my financial future.