Top 10 Independent (IFAs) & Restricted Financial Advisers in Dorset

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  • Matthew Dudley - Pocock Rutherford & Co

    Winfrith newburgh
    FCA verified
    Hi my name is Matthew Dudley, I’m a local financial adviser based in Bournemouth, Dorset and I have been providing straight forward, easy to understand financial advice. My initial consultation is free so please reach out to see if I can help you.
    362
    £50k+
    Can help with
    Pensions & retirement

  • Andrew Sexton at Premier Financial Planning

    Broadstone
    FCA verified
    I am an independent financial adviser working in and around the Bournemouth and Dorset area. I provide advice on all areas of finance, specialising in pension, investment and protection.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Mazars Financial Planning Limited

    Poole
    FCA verified
    At Mazars, we believe personal financial planning should be holistic, which is why our private client team consists of experienced experts, including financial planners, wealth managers and tax advisers.
    412
    £150k+
    Can help with
    Pensions & retirement
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  • PFM Associates Limited

    Christchurch
    FCA verified
    Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
    132
    £100k+
    Can help with
    Pensions & retirement

  • OW Financial Planning

    Beaminster
    FCA verified
    As an Independent Financial Adviser, I truly offer an impartial, independent, whole of market service. I am passionate about doing the best job for all my clients and therefore I tailor my meetings around you. Excellent service is my main focus.
    Recently added
    £0+
    Can help with
    Pensions & retirement

  • Private Office Asset Management Limited

    Bournemouth
    FCA verified
    Bespoke wealth management, tailored just for you
    Recently added
    £150k+
    Can help with
    Pensions & retirement

  • Financial Future Associates

    Ferndown town
    FCA verified
    For your financial future
    80
    £0+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Rutherford & Co

    Blandford forum
    FCA verified
    Hi my name is Matthew Dudley, I’m a local financial adviser based in Bournemouth, Dorset and I have been providing straight forward, easy to understand financial advice. My initial consultation is free so please reach out to see if I can help you.
    361
    £50k+
    Can help with
    Pensions & retirement

  • WH Ireland Wealth Management

    Poole
    FCA verified
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    280
    £150k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services

    Bradpole
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1405
    £150k+
    Can help with
    Pensions & 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.