Find an Independent or Restricted Financial Adviser
- Hi my name is Matthew , I’m a local financial adviser based in Bournemouth and I have been providing straight forward, easy to understand financial advice for over 25years. My initial consultation is free so please reach out to see if I can help you.Clients104
helpedMinimum£50k+
wealthPensions & retirement - Not sure which adviser to pick?Answer a few questions to help us find you the perfect match.
- We review your needs and priorities, often working with other professional advisers to gain a detailed understanding of your situation, objectives and attitude to risk. This allows us to structure the right solutions to achieve your financial goals.Clients< 10
helpedMinimum£50k+
wealthPensions & retirement - We believe financial planning is about enabling you to attain, and more importantly maintain, the lifestyle you choose. It’s all about getting you to where you want to be – wherever that is.Clients61
helpedMinimum£100k+
wealthPensions & retirement - Martin Wilcocks is an Amazon bestselling author, regulated investment adviser & respected retirement coach known for his expertise in helping individuals approaching or transitioning into retirement secure their financial future & intergenerational legacyClientsRecently added
helpedMinimum£250k+
wealthPensions & retirement - We are happy to cover the cost of an intial meeting to establish how we can help. This can be in person at a place of your choosing, in our office in Westerham, Kent, virtually (Zoom / Teams) or simply over the phone.Clients73
helpedMinimum£100k+
wealthPensions & retirement - Our aim is simple, yet incredibly effective: helping you to gain your financial wellbeing. We want to help you reconnect with your finances whilst providing the best possible customer service and making clients feel proud that they are making a difference. We are here to demystify finances: no suits, no jargon, no corporate-speak, no hard sell, no hidden fees. As a client you should feel listened to, respected, understood and above all sleep well at night having the confidence that your money is in the right place.Clients201
helpedMinimum£50k+
wealthPensions & retirement
How can a financial adviser help me?
An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:
- Accessing your pensions
- Choosing how to take your pension income
- Investing for the medium or long term
- Protecting your family finances
- Finding life insurance, critical illness cover and income protection
- Starting a business
- Setting up and managing a personal pension
- Funding long-term care for yourself or a loved one
- Leaving an inheritance while minimising tax
Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.
Why use Unbiased?
Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.