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.
| Website | https://pfmassociates.co.uk/ |
| Revenue | $5.2 million |
| Employees | 20 (8 on RocketReach) |
| Founded | 1999 |
| Address | First Floor, Quay House, 7 The Quay, Poole, England BH15 1HA, GB |
| Phone | +44 1202 673456 |
| Fax | +44 1202 672122 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Wilkins Kennedy, SMITH & WILLIAMSON I M LIMITED, RSM UK, BDO UK LLP, KPMG In Pakistan, Deloitte, Mazars in the UK, Baker Tilly Restructuring And Recovery Llp, Crowe, PKF-Francis Clark Chartered accountants & business advisers +29 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52399 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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PFM Associates Questions
The PFM Associates annual revenue was $5.2 million in 2026.
8 people are employed at PFM Associates.
PFM Associates is based in Poole, England.
The NAICS codes for PFM Associates are [523, 52399, 5239, 52].
The SIC codes for PFM Associates are [62, 628].
Top PFM Associates Employees
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Clare Vickers
Independent Financial Planner at PFM Associates
Bournemouth, England, GB1 -
Gary Dippfs
Financial Planner at PFM Associates
Salisbury, GB -
Terry Biggs
Training Manager at PFM Associates
Bournemouth, England, GB2 -
Sarah Martin
Compliance Manager at PFM Associates
United Kingdom1 -
Wendy Hicks
Mortgage Broker at PFM Associates
Carterton, GB1
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