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

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  • Chris Bibb Independent Financial Advice Ltd

    Broadstone
    FCA verified
    Highly qualified, highly experienced and dedicated, diligent, award winning professionals who really enjoy helping people achieve their key financial goals
    19
    £250k+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Sanders Ltd.

    Poole
    FCA verified
    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.
    492
    £100k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (South West)

    Poole
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    136
    £500k+
    Can help with
    Pensions & retirement
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  • PFM Associates Limited

    Poole
    FCA verified
    Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
    165
    £150k+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Sanders Ltd.

    Poole
    FCA verified
    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.
    492
    £100k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Poole
    FCA verified
    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.
    720
    £250k+
    Can help with
    Pensions & retirement

  • Continuum (Financial Services) LLP

    Broadstone
    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.
    212
    £250k+
    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.
    212
    £250k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Poole
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    671
    £500k+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Sanders Ltd.

    Poole
    FCA verified
    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.
    492
    £100k+
    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.