Why work with us?
There are many reasons why over 2,000 people in Dorset, Hampshire and the South have chosen us to help them on their financial journey.
Here are just a few:
1
We're financial planners
We are financial planners providing a dedicated, personal service. We focus on working with our clients over the long term to navigate them towards the best ways to achieve their financial goals.
2
We're Chartered
We are a Chartered Financial Planning firm. This demonstrates our professional commitment to raising standards of knowledge, capability, and ethical practice. And we ensure that all clients benefit from this gold standard.
3
We're independent
Our independence means that we have the freedom to identify and recommend the best possible solutions for our clients’ financial needs. We are also directly authorised by the profession’s regulator, the FCA.
4
We're established
We’re an established firm with a strong heritage, but with a forward-looking approach to serving our clients. With continuous investment in our people and technology, we’ll be there to navigate our clients towards achieving their goals throughout their lifetimes.
5
We have principles
We adopt ethical, sustainable and corporate (ESG) principles in the way that we do business with clients, employees, providers and partners. We’re focused on having a positive impact on our local community and encourage our people to get involved.
What our clients say
We have known John Skipton for 11 years. John Skipton is always patient and gives good sound advice. I would be happy to recommend John Skipton and PFM Associates to anyone should the situation arise.
Christchurch Clients since 2014
John has a very strong ability to explain complex financial matters in a simple and concise way, without watering down the key points of detail. This is important when I am making decisions about my financial future.
Bournemouth A client since 2015
Since being a client of PFM, I have been really impressed with the level of personal service and advice I have also received. Pensions and tax are a minefield of complexity to the uninformed and PFM have brought great clarity and I have learned much from Christian's advice, all provided with a very friendly and clear approach.
Bournemouth A client since 2019
PFM have been our Independent Financial Advisers for many years. We like the fact that each adviser has their own area of expertise, so clients have access to a wide knowledge base. We feel confident that our money is well-managed and highly recommend PFM.
Dorset A client since 1998
I was introduced to PFM by a family member about 12 years ago, in order to obtain personal pension planning advice. I have been very pleased with the advice given by my adviser, for my pensions and for wealth management. I have no hesitation in recommending PFM.
Bristol A client since 2012
Christian is only my second ‘adviser’ in 30 years of professional financial advice and I feel that I could not have acquired a better one; he listens carefully, is always empathetic to my concerns and requests.
I totally trust his judgement and considered advice which has always been balanced and very rewarding.
Poole A client since 1992
Ready to start your journey?
If you have any questions or would like to organise a no-obligation consultation at our expense, please complete this form.