PFM Associates
First Floor, Quay House
7 The Quay
Poole
Dorset
BH15 1HA

PFM Associates Poole

For over 25 years, PFM Associates has been dedicated to providing personalised financial planning services, helping clients achieve their long-term financial objectives. We specialise in assisting those approaching or in retirement, along with professionals, medical professionals, and business owners.

As a Chartered firm authorised by the FCA, we maintain a strong commitment to professionalism, holding this status for over 10 years. Our independence allows us to offer impartial, client-focused advice, selecting the most suitable solutions for each individual’s financial needs, with a focus on ESG principles.

About

Length of time they've been running:

1999

Their business expertise:

Inheritance Tax Planning, Wills, Trusts & Tax, Equity release, Medical Professionals.

Also notably:

Chartered firm authorised by the FCA.

Services

Inheritance Tax Planning

Inheritance tax can be an unwelcome burden on the assets you've accumulated over time. We can help minimise its impact through Wills, Trusts, and tax-efficient financial planning strategies.

Wills, Trusts & Tax

Structuring your Wills and assets to protect your family’s future can seem complex, which is why it’s often deferred. Our team of experts is here to guide you through the process, helping you navigate both the legal and tax implications.

Equity release

Homeowners seeking capital for improvements or income supplementation can explore various equity release options. However, borrowing in retirement carries risks, and our expert financial planners can help determine the best solution for you.

That’s the end of this listing, thank you for reading. Would you like to find out more about PFM Associates? You can get in touch with them via these contact details.

Alternatively, take a look at all the options for Accountants & Financial Advisors in Bournemouth & Poole within the Services section.