About P F M Associates Limited

Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
PFM Associates is a Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses. With a firm belief that financial planning is for everyone and should be tailored to meet your financial goals and objectives, we provide advice in areas such as Investments (including Responsible investing), Business Financial Planning, Retirement Planning, Protection, Mortgages and Equity Release.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax

  • Savings:
  • Lump sum
  • Regular savings

  • Business:
  • Employee benefits
  • Group pensions
  • Group protection

  • :
  • Long term care

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • Right to buy
  • High loan to value
  • Commercial for individuals
  • Self employed
  • Self build
  • Flexible

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