PFM Associates

Name: PFM Associates
Address: Sir Peter Thompson House, 25 Market Cl, Poole, Dorset, BH15 1NE, UK
Telephone: 01202 673456
Rating: 4

Financial Planners

Sir Peter Thompson House, 25 Market Cl, Poole BH15 1NE

01202 673456 Directions

Ratings

Opening Times

Monday

08:30 - 17:00

Tuesday

08:30 - 17:00

Wednesday

08:30 - 17:00

Thursday

08:30 - 17:00

Friday

08:30 - 14:00

Saturday

Closed

Sunday

Closed

Most Recent Comments

July 2019

I have had very personable and professional assistance regarding pensions and investment advise from PFM associates.......
June 2019

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... read full comment
January 2019

I was recommended PFM associates by means of a friend. They have considerable experience in working with funders and providing trustworthy and thorough information for lending purposes. I understand development finance to be a particular strength. My personal experience was rather less good. I was assigned to Russell Watson... read full comment

More Comments(4)

From PFM Associates

PFM Associates are 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 Socially Responsible investing), Business Financial Planning, Retirement Planning, Protection, Mortgages and Equity Release.

PFM Associates

Financial Planners in Poole Sir Peter Thompson House, 25 Market Cl, Poole 01202 673456