PFM Associates
Financial Services in Poole, Dorset
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About Us
read moreOver 20 years later, we continue to provide personal, one-to-one financial planning advice, navigating our clients towards achieving their long-term financial goals. We specialise in helping people who are approaching, at and in retirement, as well as professionals, medical professionals and business owners. We uphold high standards of professionalism and this is demonstrated by our Chartered firm status, which we have held for over 10 years. Most importantly, we have maintained our independent status.