PFM Associates

PFM Associates, established in 1999 in Poole, Dorset, offers independent holistic financial planning services to clients across the South Coast of England. Their expertise encompasses various aspects of financial management, including pensions, retirement planning, investment strategies, and tax planning.

The firm prides itself on providing tailored financial advice to individuals at different life stages, particularly those approaching or currently in retirement. With a team of knowledgeable advisers, PFM Associates aims to help clients achieve their long-term financial goals through personalised strategies and sound guidance.

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