Would setting up a trust save you money on tax?
With independent financial advice from PFM Associates in Poole, you'll be able to take advantage of all the available tax breaks and know that your finances are in the hands of professional financial management experts.
Investment planning and portfolio management
Investment planning is about finding just the right balance based on a complete picture of the financial standing, personal circumstances and aspirations of the individual, taking into account their attitude to risk.
Investments also require managing over time, so your personal financial advisor will want regular review meetings to discuss your portfolio of investment.
Take control of your own investment portfolio using an online investment management system
PFM Associates' unique online investment access and management tool allows you to track your portfolio and view all your investments at a glance.
View the demo on the PFM Associates website to find out more.
Pension advice and management - expert financial advice to help you prepare for retirement
A financial advisor offering pension advice should always be armed with a full understanding of your position, your history and any existing pensions you may have.
PFM Associates of Poole will conduct a full audit of your present arrangements and offer advice on how to invest in order to provide the extra retirement income you need.
You'll receive specialist pension advice on pensions and annuities - and because PFM Associates are completely independent financial advisors, they'll search the whole of the market to find the best products.
Financial planning and mortgages
Effective and long term financial planning involves analysing your income and expenditure, assets and liabilities. These should then be viewed in line with your objectives for the future in order to provide the best long term financial planning and management.
PFM Associates continually provides successful independent financial advice and planning for private clients and businesses in Poole, Weymouth and Portsmouth.
Mortgages can be obtained from lenders across the whole of market, and will be chosen according to your individual requirements.
Equity release plans and their long term effects can also be discussed.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Wealth management, financial planning and investment advice from PFM Associates in Poole.
Call the team of independent financial advisors on Poole 01202 673456 or visit the website for more information.
Please mention the best of Poole when you contact us.