PFM Associates Revenue

Financial Services • First Floor, Quay House, United Kingdom • 11-20 Employees

PFM Associates revenue & valuation

Annual revenue	$7,856,402
Revenue per employee	$414,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$25,200,000
Total funding	No funding

Key Contact at PFM Associates

Isabel Sinclair

Owner

Company overview

Headquarters	First Floor, Quay House, 7 The Quay, Poole, England BH15 1HA, GB
Phone number	+441202673456
Websites	pfmassociates.co.uk purposefulfm.co.uk
NAICS	52
SIC	628
Founded	1999
Employees	11-20
Socials

PFM Associates Email Formats

PFM Associates uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@pfmassociates.co.uk), used 63.6% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@pfmassociates.co.uk	63.6%
{first initial}{last name}	jdoe@pfmassociates.co.uk	36.4%

About 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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Founder/Owner

Employees by Department

PFM Associates has 12 employees across 2 departments.

Departments

Number of employees

Funding Data

PFM Associates has never raised funding before.

PFM Associates Tech Stack

Discover the technologies and tools that power PFM Associates's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Cloudflare Bot Management

Security

lit-element

JavaScript libraries

Moove GDPR Consent

Cookie compliance

Google Maps

Maps

lit-html

JavaScript libraries

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Google Ads

Advertising

HTTP/3

Miscellaneous

Frequently asked questions

PFM Associates is located in First Floor, Quay House, GB.

You can reach PFM Associates at +441202673456.

PFM Associates generates an estimated annual revenue of $7,856,402. This revenue figure reflects the company's market position and business performance in its industry.

PFM Associates has an estimated valuation of $25,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

PFM Associates was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

PFM Associates has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at PFM Associates

Isabel Sinclair

Owner

4.8

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