Are you an adviser? Go to Unbiased Pro
Login

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

Find the best FCA regulated financial advisers in Bournemouth. Get expert help near you with pensions, investments, retirement planning and more
Bournemouth, Christchurch And Poole
Lawrence Down - Financial Adviser

Lawrence Down - Financial Adviser

Bournemouth
Initial consultation free
FCA verified
Restricted
Lawrence Down has been providing financial advice for over 20 years. I provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Lawrence Down
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Ascot Lloyd

Ascot Lloyd

Bournemouth
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1981
Minimum
wealth
£150k+
Meet the team
Craig Couldrick
Kevin Broome
Raj Chauhan
Scott Moody
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Advies Wealth Ltd

Advies Wealth Ltd

Bournemouth
Initial consultation free
FCA verified
Independent
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
527
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
Matthew Winchester -Pocock Sanders

Matthew Winchester -Pocock Sanders

Bournemouth
Initial consultation free
FCA verified
Independent
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.
Clients
helped
161
Minimum
wealth
£100k+
Meet the team
Matthew Winchester
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Broadstone
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
999
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Clinton Kennard Associates

Clinton Kennard Associates

Bournemouth
Initial consultation free
FCA verified
Restricted
Mark Clinton is based in Bournemouth and is passionate about helping clients navigate their way both up to, and beyond retirement.
Clients
helped
59
Minimum
wealth
£50k+
Meet the team
Mark Clinton
Can help with
Pensions & retirement
Financial planning
Investments
Richard Lent at Continuum Financial Services

Richard Lent at Continuum Financial Services

Bournemouth
Initial consultation free
FCA verified
Independent
Am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be very daunting but I aim to make this process clearer and uncomplicated.
Clients
helped
107
Minimum
wealth
£0+
Meet the team
Richard Lent
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
Mortgages
Saltus Partners LLP

Saltus Partners LLP

Poole
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1046
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
The Private Office

The Private Office

Broadstone
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39624
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Clinton Kennard Associates

Clinton Kennard Associates

Christchurch
Initial consultation free
FCA verified
Restricted
Mark Clinton is based in Bournemouth and is passionate about helping clients navigate their way both up to, and beyond retirement.
Clients
helped
59
Minimum
wealth
£50k+
Meet the team
Mark Clinton
Can help with
Pensions & retirement
Financial planning
Investments
Frequently Asked Questions about Financial Advisers in Bournemouth