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

Find the best FCA regulated financial advisers in Sandbanks. Get expert help near you with pensions, investments, retirement planning and more.
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  • Oculus Wealth Management – Sebastian Culpan-Scott

    Poole
    FCA verified
    We set ourselves apart with a client-first ethos, providing you with clear, strategic advice to help you manage, protect and grow your wealth. With a tailored approach that adapts to your evolving circumstances.
    44
    £500k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Poole
    FCA verified
    "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."
    603
    £500k+
    Can help with
    Pensions & retirement

  • Chris Bibb Independent Financial Advice Ltd

    Poole
    FCA verified
    Highly qualified, highly experienced and dedicated, diligent, award winning professionals who really enjoy helping people achieve their key financial goals
    30
    £500k+
    Can help with
    Pensions & retirement
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  • Destination Retirement, part of Just

    Poole
    FCA verified
    Wherever you are on your retirement journey — saving, planning or spending — our friendly, UK-based financial experts are on hand to support you. We help people achieve a better later life.
    102
    £0+
    Can help with
    Pensions & retirement

  • Continuum (Financial Services) LLP

    Poole
    FCA verified
    Hi, I’m Chris Miles, an independent financial adviser. For over 20 years, I’ve worked with business owners, female beneficiaries, and professionals who want more than money management.
    237
    £500k+
    Can help with
    Pensions & retirement

  • Matthew Winchester -Pocock Sanders

    Poole
    FCA verified
    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.
    151
    £50k+
    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.
    545
    £100k+
    Can help with
    Pensions & retirement

  • 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.
    171
    £150k+
    Can help with
    Pensions & retirement

  • Oculus Wealth Management – Sebastian Culpan-Scott

    Poole
    FCA verified
    We set ourselves apart with a client-first ethos, providing you with clear, strategic advice to help you manage, protect and grow your wealth. With a tailored approach that adapts to your evolving circumstances.
    44
    £500k+
    Can help with
    Pensions & retirement

  • Eight Financial Advice

    Poole
    FCA verified
    Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.
    179
    £150k+
    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.