PFM Associates Limited
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- Quay House, 7 The Quay, Poole, Dorset, BH15 1HA
PFM Associates Limited, regulated by the FCA under number 213724, is a Poole-based financial services firm specializing in life and investments, pensions, retirement advice, and comprehensive financial planning. Situated at Quay House along The Quay, this trusted firm extends its region-specific services to surrounding areas of Dorset, maintaining a strong focus on personalized, customer-centric solutions. As a respected bedrock within the financial sector in Greater Manchester and beyond, PFM Associates sets the standard in providing regulated advice with integrity and transparency. The team is renowned for their approachability, often serving local families and businesses alike in addressing their unique financial needs. Discover the difference with PFM Associates - your partner in securing a prosperous future.
Their team includes 7 financial advisers and 2 mortgage brokers. Check FCA registration here.
PFM Associates Limited are approved by the FCA to give advice on:
Directions to PFM Associates Limited from the Motorway
- From the M27, take the exit toward The New Forest / A337 / Lyndhurst. At the Cadnam Interchange, proceed to the third exit onto B3079. Make a left turn onto Roger Penny Way / B3078 and continue to follow B3078. Make another left turn to stay on B3078. Merge onto A338 via the ramp towards A31 / M27 / Ringwood / Bournemouth / Southampton. Continue straight to remain on A338.
- At the roundabout, proceed to the third exit onto the A31 ramp towards Wimborne / Bournemouth / Christchurch / A338. Merge onto A31. At the Palmersford Roundabout, proceed to the second exit and remain on A31. At the Ameysford Roundabout, again proceed to the second exit and remain on A31. At the Merley Roundabout, proceed to the first exit onto A349.
- At the subsequent roundabout, proceed to the second exit onto Oakley Hill / A349 and continue to follow A349. At the next roundabout, proceed to the second exit onto Gravel Hill / A349. At the following roundabout, proceed to the third exit onto Waterloo Rd / A349.
- Turn right onto Cabot Ln / A349. Afterwards, turn left onto Broadstone Way / A349. At the roundabout, proceed to the first exit onto Holes Bay Rd / A350. Keep left to stay on Holes Bay Rd / A350 and continue to follow A350. At last, turn left onto The Quay. Your destination will be on the left.
List of advisers under PFM Associates Limited:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.