Advisers

PFM have a team of highly qualified advisers with extensive experience of providing Financial and Business advice to Dentists. We work hard to develop a close working relationship with all our clients and offer a personal service with a dedicated adviser.

At PFM there is a strong emphasis on ongoing professional development. The company and all advisers are FSA registered with the required professional qualifications. Our advisers are all members of the Personal Finance Society (PFS). PFM have embraced recent moves to improve professional qualifications within Financial Services. We have implemented a structured programme to achieve Charted Financial Planning Status as a firm.

David Leaf