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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
Evelyn Partners

Evelyn Partners

Bournemouth
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
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
Fairstone Group

Fairstone Group

Bournemouth
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
James Relph
John McLaren
Hannah Lucy
Philip Instone
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
The Private Office

The Private Office

Poole
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
+48
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Clinton Kennard Associates

Clinton Kennard Associates

Broadstone
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
Walker Wealth Management Limited

Walker Wealth Management Limited

Broadstone
Initial consultation free
FCA verified
Restricted
Walker Wealth Management have been providing financial advice for over 11 years. We 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
37
Minimum
wealth
£50k+
Meet the team
Lee Walker
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Clinton Kennard Associates

Clinton Kennard Associates

Poole
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
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
Evelyn Partners

Evelyn Partners

Bournemouth
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
Saltus Partners LLP

Saltus Partners LLP

Bournemouth
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
Frequently Asked Questions about Financial Advisers in Bournemouth