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PFM Associates

Independent financial planning and advice for individuals, professionals and business owners in Dorset and Hampshire

Poole, United KingdomFounded 1999pfmassociates.co.ukWebsite technologies

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Highlights

  • New on EvolcAdded 2026-11-09

About PFM Associates

PFM Associates provides independent, holistic financial planning, including pension and retirement planning, investment and wealth management, mortgage advice, tax planning, long-term care and insurance advice.

Its clients include people approaching or in retirement, professionals, medical professionals and business owners. The firm offers personalised advice and financial planning services.

Founded in 1999, PFM Associates is headquartered in Poole and serves clients across Dorset, Hampshire and the South. It is a Chartered financial planning firm and reports having 21 financial professionals.

Product: Independent financial planning and advice covering pensions, retirement, investments, wealth management, mortgages, tax, care planning and insurance.

Jobs at PFM Associates

No open positions listed right now.

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Website technologies

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Analytics

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Content management

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Frontend frameworks

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  • Tailwind CSSMedium confidence
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Marketing & advertising

  • Google AdsHigh confidence
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.