Poole-based PFM Associates has been giving independent, holistic, one-to-one financial planning advice for more than 20 years.

PFM serves a wide range of clients, offering financial advice to professionals, business owners and those approaching and in retirement. Additionally, it has several advisers who are experts in advising medical professionals, including GPs, hospital consultants and dentists.

The firm’s philosophy is made up of four pillars: technology, sustainability, locality and professionalism.

When it comes to sustainability, the firm set up a division – Purposeful Money – dedicated to advising on investing in ESG portfolios, and it actively encourages clients to consider investing their money here.

PFM Associates works with the local community on several projects. One that stands out is its work with the Dorset Wildlife Trust. For the last three years, PFM has sponsored the Trust’s barn owl webcam, which provides a glimpse into the lives of these amazing birds, enabling the local community to see wildlife in action, in real time.