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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
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
Octopus Money

Octopus Money

Bournemouth
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
100
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Christchurch
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
Mather and Murray Financial

Mather and Murray Financial

Bournemouth
Initial consultation free
FCA verified
Independent
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped
3065
Minimum
wealth
£50k+
Meet the team
Samuel Mather-holgate
Steve Murray
Joseph Ricks
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
and 2 more matches
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
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

Poole
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
Matthew Dudley - Pocock Sanders Ltd.

Matthew Dudley - Pocock Sanders Ltd.

Poole
Initial consultation free
FCA verified
Independent
I'm an Independent Financial Adviser who help families and business owners, grow, protect and pass on their wealth with bespoke financial planning, tailored to your needs. I’m based in Dorset and my initial consultation is free of charge.
Clients
helped
566
Minimum
wealth
£250k+
Meet the team
Matthew Dudley
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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
M&G Advice

M&G Advice

Bournemouth
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2241
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Frequently Asked Questions about Financial Advisers in Bournemouth