Top 20 Independent Financial Advisers in Bournemouth

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  • Five Financial Wealth Management

    Poole
    At Five Financial Wealth Management we understand that your financial objectives are as individual as you are. We want to help you achieve your financial goals and plan for your future. We are independent and look to save you time and money.
    78
    £50k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • St Barts Finance Ltd

    Bournemouth
    We want to provide you with the best service so that you are happy to refer us to friends/family.
    282
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Holt Financial Services Ltd

    Bournemouth
    We pride ourselves on offering a friendly, personable service that puts our client’s needs at the heart of our business.
    142
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rachel Jones, The Minster Partnership Ltd

    Poole
    Chartered Financial Planner dedicated to providing an independent, professional service to both private and corporate clients.
    38
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wilcox Young Partnership

    Bournemouth
    Bespoke, expert advice at a reasonable cost
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Bournemouth
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    New adviser
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Bournemouth
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Strategic Solutions Chartered Financial Planners

    Bournemouth
    Strategic Solutions is a Chartered Firm of independent financial advisers providing straightforward advice making complex decisions easy to understand.
    New adviser
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jigsaw Financial Management

    Poole
    19
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rockstone Mortgage & Financial Advice

    Bournemouth
    We’ll provide reassurance and transparency from start to finish. With no hidden fees, we will clearly talk through our offering and any cost implication before asking for any commitment from you.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Succession Wealth

    Bournemouth
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    New adviser
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • P F M Associates Limited

    Bournemouth
    Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
    34
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers Limited

    Poole
    Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning.
    21
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Poole
    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.
    New adviser
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • WHIreland Wealth Management

    Poole
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    New adviser
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Poole
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    New adviser
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum Financial Services LLP

    Poole
    Advising clients since 2005, I'm passionate and committed to helping people make more informed financial decisions through personalised, life-centred financial planning. For clarity, peace of mind and confidence, contact me today.
    63
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • St Barts Finance Ltd

    Poole
    St Barts Finance helps clients make the most of their capital, whilst providing a confidential and safe home for all their financial needs. We have offices in both Bournemouth & Poole and own and manage the Bournemouth Branch of Yorkshire Building Society.
    39
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Life Matters Financial Planning

    Poole
    Lifestyle financial planners, working with business owners, senior executives and those who are enjoying retirement. Empowering you to make great decisions.
    < 10
    £500k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lewis Investment

    Poole
    Established in 1987, we have a unique proposition that has been developed to reduce risk for clients.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    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.