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

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.

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.

"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."

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.

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.

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.

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.

Mark Clinton is based in Bournemouth and is passionate about helping clients navigate their way both up to, and beyond retirement.

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.

Are you building a business, planning for retirement or growing your family wealth, and don’t have a clear plan. You want your money working harder. You want to save tax where you can. You want to know your family will be looked after, whatever happens.