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

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  • Matthew Dudley - Pocock Rutherford & Co

    Poole
    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.
    360
    £50k+
    Can help with
    Pensions & retirement

  • Wilcox Young Partnership

    Bournemouth
    FCA verified
    Bespoke, expert advice at a reasonable cost
    98
    £0+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services

    Bournemouth
    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.
    1400
    £150k+
    Can help with
    Pensions & retirement
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  • Scott Hanley at True Potential Wealth Management LLP

    Broadstone
    FCA verified
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    369
    £0+
    Can help with
    Pensions & retirement

  • Matthew Winchester -Pocock Rutherford & Co

    Blandford forum
    FCA verified
    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.
    103
    £50k+
    Can help with
    Pensions & retirement

  • Kingswood Group

    Poole
    FCA verified
    Customer service is our priority, with a commitment to provide clear concise and transparent advice at all times.
    294
    £100k+
    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

  • Matthew Winchester -Pocock Rutherford & Co

    Dorchester
    FCA verified
    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.
    103
    £50k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services

    Verwood
    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.
    1400
    £150k+
    Can help with
    Pensions & retirement

  • Chris Bibb Independent Financial Advice Ltd

    Broadstone
    FCA verified
    Highly qualified, highly experienced and dedicated, diligent, award winning professionals who really enjoy helping people achieve their key financial goals
    10
    £500k+
    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.