PFM Associates
Part of Purposeful Group4.8 / 5
Firm is FCA RegulatedPFM Associates is regulated as appropriate by the Financial Conduct Authority, either directly or through another regulated firm.This firm is regulated and authorised by the Financial Conduct Authority
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.