PFM Associates - Poole

Overview of PFM Associates

PFM Associates, with its strategic location at Quay House, 7 The Quay, Poole BH15 1HA, United Kingdom, stands out as a premier financial consultancy, investment service provider, and mortgage broker. Their contact details are readily available, with a phone number 1202673456 that ensures clients can reach out with ease. For those seeking more information, their professional website pfmassociates.co.uk is a valuable resource.

Key Features and Services

PFM Associates specializes in delivering top-tier financial advice and services. Their areas of expertise include:
- Financial Consulting: Offering expert guidance tailored to individual financial needs.
- Investment Services: Helping clients to diversify and grow their investments wisely.
- Mortgage Brokerage: Assisting with mortgage solutions that fit perfectly with clients' financial situations.

What sets PFM Associates apart is their commitment to customer satisfaction, as evidenced by the glowing reviews on Google My Business. Clients appreciate the personalized service, highlighting the warmth and patience of their staff, particularly Rhiannon, whose expertise in mortgage broking has been praised extensively.

Accessibility and Convenience

For those with mobility concerns, PFM Associates has accommodated accessibility needs by providing a wheelchair accessible parking lot and restroom facilities. This ensures that their services are inclusive and accessible to everyone.

Appointment Essentials

While the company values personal interactions, they also emphasize the importance of booking an appointment. This ensures clients receive the focused attention needed for their financial matters, demonstrating their professionalism and respect for client time.

Client Opinions

Client opinions paint a picture of a company that delivers on its promises:
- "Rhiannon is the best mortgage broker I've dealt with. She found excellent products that suited our needs." - Nancy Turnbull

The average opinion on Google My Business is a highly respectable 4.3/5, indicating a high level of customer satisfaction and reliability.

Recommendation for Potential Clients

For anyone searching for financial consultancy, investment services, or mortgage solutions, PFM Associates is highly recommended. Their combination of professional expertise, personalized service, and commitment to accessibility makes them a standout choice. Potential clients are encouraged to visit their website to explore more about their services and consider scheduling an appointment to discuss their specific financial needs. Whether you're looking to secure a mortgage or plan your investment portfolio, PFM Associates is equipped to guide you through the process with professionalism and care. Don't hesitate to reach out through their website to take the first step towards achieving your financial goals.

👍 Reviews of PFM Associates

Jeff T.

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 &. H. S.

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 W. O.

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