Core Financial Planning is an independent financial planning firm operating as a trading style of PFM Associates Limited. The company focuses on building long-term, trust-based relationships with its clients by providing clear, unbiased, and tailored financial advice. Their services cover key areas such as pensions and retirement planning, investments and savings, personal and business protection, and estate and inheritance tax planning. Being independent allows them to recommend suitable financial products from the entire market, ensuring advice is based solely on the client's specific needs and circumstances.

Founded in

United Kingdom