PFM Associates Limited
Reference number: 213724
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
P F M Associates Ltd, Quay House, The Quay, Poole, Bournemouth, BH15 1HA, United Kingdom
In the full report: 3 background checks
- When pfmassociates.co.uk first appeared online, and whether it can receive email
- What kind of line 01202 673456 is
- Who else gives the postcode BH15 1HA
Other names (4)
If you were contacted under any of these names, it is this firm.
- Purposeful Financial Management Trading name: A name it trades under now.
- Purposeful.Money Trading name: A name it trades under now.
- Purposeful Mortgages Trading name: A name it trades under now.
- Little & Georgiou Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Sell or arrange insurance FSCS may applyEligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (12 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Assisting in the administration and performance of a contract of insurance
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
- Providing Credit Information Services
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 03871403 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 4 November 1999 (26 years old)
- Registered office
- First Floor, Quay House,, 7 The Quay, Poole, Dorset, BH15 1HA, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Richard John Rhodes | Director | May 1968 | 8 Feb 2019 | 42 other companies |
| Natalie Anne-Marie Kempster | Director | May 1981 | 16 Jun 2025 | 23 other companies |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 63
- closed down
- 19
- are FCA-registered
- 13
In the full report: all 63 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 13 on the FCA register
- The 2 companies these 2 directors run together
- All 11 people who have ever been directors, with their dates
Filed accounts and finances
Turnover
£2.63m
+19% from £2.20m
Profit before tax
£748k
−7.3% from £807k
Net assets
£3.66m
+20% from £3.04m
Cash at bank
£736k
+21% from £609k
Turnover and profit
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company 03871403. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
PFM Associates’s history from the FCA register and Companies House, newest first.
2019
8 February 2019
- Christine Ann Paul stopped being a part-owner
- Christopher Paul stopped being a part-owner
- Isabel Ann Sinclair stopped being a part-owner
- Jigsaw One Ltd took control (75–100% of shares)
Companies House
2016
31 October 2016
- Christopher Paul became a part-owner (25–50% of shares)
Companies House
6 April 2016
- Christine Ann Paul became a part-owner (25–50% of shares)
- Isabel Ann Sinclair became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2002
27 August 2002
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
1999
4 November 1999
- Incorporated at Companies House
Companies House
In the full report: all 37 events
- All 37 events in its history (11 shown here)
- Every director appointment and resignation: 18
Firms connected to PFM Associates
Other FCA-listed firms that share a director, phone number or address with PFM Associates. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 5
- share a director
- 5
- share its postcode
- 1
In the full report: all 5 connected firms, named
- How each is linked: shared directors (5), the same postcode (1)
- Who links each one: the named directors, with dates
- 7 past links through former directors
Firms like PFM Associates
Other firms of the same type (financial adviser), nearest first.
In Poole
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on PFM Associates
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 63 other companies its directors have run, named
- 3 background checks on its contact details
- All 37 events in its history
- 5 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk