PFM Associates are a fully regulated and dedicated firm of Independent Financial Planners, with our Head Office in Poole, Dorset. We are authorised and regulated by the Financial Conduct Authority,and provide a holistic financial planning service to our clients. PFM Associates are recognised as a Chartered Financial Planning firm, a level of professionalism achieved by a minority of IFA firms in the UK.
With so many financial organisations claiming to offer the same Wealth Management services and advice, who should you choose to look after your affairs - and why? We believe it's our knowledge,expertise and experience in managing investments and pensions that sets us apart. Our investment managers have extensive experience having acted for big institutions such as Kleinwort Benson, New Star, Hill Samuel and actively managed funds exceeding £1 billion. What makes us different?
Working with private clients, other professional advisers and business owners, the company has been providing independent financial advice for over 17 years. Our private client team manage over £300million and our employee benefits team handle a wide range of benefits packages for companies and charities from 5 to over 1,000 employees.
Each year we help thousands of people from all walks of life complete on the biggest financial transaction they are ever likely to make. We can provide you with the latest deals and rates formortgages, remortgages, buy to let finance, right to buy, shared ownership, right through to commercial mortgages and bridging finance. Whatever your situation, from first time buyer to experience buy to let landlord we aim to find the right mortgage at the right price to suit your individual situation.
The Chatsworth Practice is a family business of Independent Financial Advisors established 1984. We work mainly with professional clients in the South of England, with whom we develop long standingrelationships which in many cases last a lifetime. We offer expert advice in areas which include Investments, Pensions, Annuities, Pension Drawdown, Mortgages, Insurance and trust planning.
J P Financial are a whole of market mortgage brokers, we are not tied to any one lender. We have access to both high Street Banks and specialist lenders who provide finance for a wide range ofmortgages. Whatever your situation here at J P Financial we will find the right mortgage for you, at the right price with least amount of hassle. We have designed this website to give all our clients, whatever their credit rating or background, as much online assistance as possible.
Past performance is not a guide to future returns and the value of investments, and any income from them can go down as well as up. You may not get back as much as you put in. Please bear in mind thatfor funds that invest in overseas markets, changes in currency exchange rates may affect the value of your investment. The Financial Conduct Authority does not regulate some forms of commercial, will, taxation and trust services.
St Barts Finance helps clients make the most of their capital, whilst providing a confidential and safe home for all their financial needs. We conduct a no obligation initial consultation and tailorour services to your specific financial requirements.
As an individual who has worked within financial services since 2002, my client's financial happiness is of the utmost importance to me. As a financial adviser with Abacus Financial Options Ltd, Ihelp my clients to get the best use from their capital, whilst providing a confidential and safe home for all their financial needs.
Premier Financial Planning is a professional but friendly firm of independent financial advisers based in the south west and we currently have branches in Taunton, Gillingham and Warminster. Weprovide a personal home based service which we feel works best as all of the policy information for our clients is right there and we can arrange a convenient time for both parties. Premier Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.