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

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  • The Private Office

    Poole
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27899
    £100k+
    Can help with
    Pensions & retirement
  • Private Office Asset Management Limited

    Bournemouth
    FCA verified
    Bespoke wealth management, tailored just for you
    15
    £150k+
    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.
    297
    £100k+
    Can help with
    Pensions & retirement
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  • PL Wealth & Pensionlite

    Bournemouth
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    252
    £50k+
    Can help with
    Pensions & retirement
  • Andrew Sexton at Premier Financial Planning

    Christchurch
    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
  • Fairstone Group

    Bournemouth
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10707
    £0+
    Can help with
    Pensions & retirement
  • Continuum (Financial Services) LLP

    Poole
    FCA verified
    Your financial future - are you looking for help to make things more certain for yourself and your family? I'm here to save you time and get your money working for you, minimising your financial risks and shortfalls.
    173
    £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
  • Heritage Investments.

    Christchurch
    FCA verified
    Chartered Financial Planners that provide clients with professional and suitable advice in a way that is easy to understand.
    28
    £100k+
    Can help with
    Pensions & retirement
  • 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.
    380
    £0+
    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.