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

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  • Clinton Kennard Associates

    Bournemouth
    FCA verified
    Mark Clinton is based in Westbourne, Bournemouth and offers pension advice to local clients approaching or in retirement.
    20
    £50k+
    Can help with
    Pensions & retirement
  • Matthew Winchester -Pocock Rutherford & Co

    Bournemouth
    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.
    92
    £50k+
    Can help with
    Pensions & retirement
  • Quilter Financial Advisers Limited

    Bournemouth
    FCA verified
    Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning.
    93
    £50k+
    Can help with
    Pensions & retirement
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  • Tony Columbine True Potential Wealth Management

    Bournemouth
    FCA verified
    Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.
    559
    £50k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Bournemouth
    FCA verified
    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.
    16366
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Bournemouth
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1320
    £150k+
    Can help with
    Pensions & retirement
  • Five Financial Wealth Management

    Bournemouth
    FCA verified
    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.
    178
    £100k+
    Can help with
    Pensions & retirement
  • Wilcox Young Partnership

    Bournemouth
    FCA verified
    Bespoke, expert advice at a reasonable cost
    96
    £0+
    Can help with
    Pensions & retirement
  • PFM Associates Limited

    Bournemouth
    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.
    127
    £100k+
    Can help with
    Financial planning
  • Clinton Kennard Associates

    Bournemouth
    FCA verified
    Mark Clinton is based in Westbourne, Bournemouth and offers pension advice to local clients approaching or in retirement.
    20
    £50k+
    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.