PFM Associates Limited
Initial consultation free
Independent
Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
We can advise you on
Clients
helped
144helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£250k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Tom Wilson
Financial Planner
Clare Vickers
Financial Planner
Mr James Lewis
Financial Planner - Mortgage, Equity Release & Protection
Mr John Skipton
Financial Planner
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Legal information
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