Pfm Associates
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.
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Verified contacts
12
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- PS
Paul Stokes
Managing Director · General Business & Management
EmailPhone - CE
Chris Eastment
Chartered Financial Planner · Finance & Accounting
EmailPhone - GL
Gary Legg
Financial Planner · Finance & Accounting
EmailPhone - IC
Ian Chambers
Wealth Manager and Financial Planner · Finance & Accounting
EmailPhone - IS
Isabel Sinclair
Chartered Financial Panner · Other
EmailPhone - JL
James Lewis
Independent Mortgage & Protection Adviser · Sales & Business Development
EmailPhone - WH
Wendy Hicks
Mortgage Broker · Finance & Accounting
EmailPhone
Showing 7 of 12 verified contacts
Top roles at Pfm Associates
10 distinct titles indexed · top 10 shown.
- 2financial planner
- 1chartered financial panner
- 1chartered financial planner
- 1finance administrator
- 1independent financial planner
- 1independent mortgage & protection adviser
- 1managing director
- 1mortgage broker
- 1training manager
- 1wealth manager and financial planner
Sign up to unlock all 12 contacts at Pfm Associates
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Sign up to reveal 12 verified contacts at Pfm Associates
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