Company

PFM Associates

Financial Services Poole, Dorset, United Kingdom 19 employees

Employees: 19
Contacts: 4
Emails: 4

pfmassociates.co.uk LinkedIn

PFM Associates Overview

Headquarters: Poole, Dorset, United Kingdom
Website: pfmassociates.co.uk
Industry: Financial Services
Employees: 19
Founded: 1999
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Poole

About 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 Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage

PFM Associates Org Chart

Sample employees and titles

Name	Title	Location	Contact
Gary Legg Dippfs	Financial Planner	Salisbury, England, United Kingdom	Email
Christine Paul	Company Secretary at Pfm Associates Ltd	Greater Bournemouth Area, United Kingdom	Email
Terry Biggs	Employed	Greater Bournemouth Area, United Kingdom	Email
James Lewis	Independent Mortgage & Protection	Poole, England, United Kingdom	Email