PFM Associates - Poole

Address: Sir Peter Thompson House, 25 Market Cl, Poole BH15 1NE, United Kingdom.
Phone: 1202673456.
Website: pfmassociates.co.uk.
Specialties: Financial consultant, Investment service, Mortgage broker.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 4.3/5.

Location of PFM Associates

1202673456

PFM Associates, located at Sir Peter Thompson House, 25 Market Cl, Poole BH15 1NE, United Kingdom, is a reputable financial consulting firm that specializes in investment services and mortgage brokerage. With a phone number of 1202673456 and a website at pfmassociates.co.uk, this company has established itself as a trusted resource for financial guidance.

One of the key features of PFM Associates is their commitment to accessibility. They offer wheelchair accessible parking and restrooms to ensure that all clients can comfortably access their services. Additionally, they operate on an appointment required basis, which allows them to provide personalized attention to each client.

PFM Associates has received high praise from their clients, with an average opinion of 4.3/5 based on 3 reviews on Google My Business. This reflects their expertise and dedication to providing top-quality financial consulting services.

If you are looking for a financial consultant or investment services, PFM Associates is an excellent choice. Their specialties in financial consulting, investment services, and mortgage brokerage make them a well-rounded firm that can meet a variety of financial needs.

To learn more about PFM Associates and the services they offer, be sure to visit their website at pfmassociates.co.uk. Here, you can find more information about their team, services, and contact information. Don't hesitate to reach out and schedule an appointment to start working towards your financial goals with the help of PFM Associates.

Reviews of PFM Associates

Jeff Turnbull

5/5

Rhiannon is the best mortgage broker that I have had the pleasure to deal with in 20+ years. Her personality is warm, patient and reassuring. Nothing was too much trouble for her. Rhiannon's service has been informative & efficient. She found excellent products that suited our needs and pocket. I highly recommend Rhiannon and look forward to working with her again in the future.
Nancy Turnbull

Hugh & Helen SW

3/5

I was recommended PFM associates by means of a friend. They have considerable experience in working with funders and providing trustworthy and thorough information for lending purposes. I understand development finance to be a particular strength. My personal experience was rather less good. I was assigned to Russell Watson who insisted in dealing with things by through telephone calls rather than by email. ie the terms would be sent to me, but we would still need to discuss them and confirm I understood by phone, rather than by email. This may be to ensure good communication but became a real burden to schedule in these calls. He also made me feel at times that I worked for him (both by his tone and his inability to flex to my difficult time schedules). We didn't manage to find a funder for a BTL 2-bed terrace (which had >30% of the build single skinned). Admittedly most brokers said it wasn't possible, except through bridging finance when I did phone around. But it did seem that I was finding solutions by seaching forums rather than him. While I agree this was a complex property to get a mortgage for, I was dissappointed that after 4 months, 2 surveys and a lot of admin time we had made little progress. I found another broker who found funding 60:40 LTV in my own name (rather than company name), and within 6 weeks I had the money in my account. I also had to remortgage another property to generate my deposit but again this was handled efficiently. So in summary I didn't have a good experience and still paid £500 in fees and almost £1000 in surveys without securing a lender. Perhaps it was the nature of the small property, but as I say above, I didn't feel valued as a customer even if the outcome was not PFMs fault.

Tim Westo ormesher

5/5

I have had very personable and professional assistance regarding pensions and investment advise from PFM associates.......

They dealt with my pension portfolio in a very timely and efficient manner.

I would have no hesitation in recommending friends and colleagues....

Thank you