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

Find the best FCA regulated financial advisers in Bournemouth. Get expert help near you with pensions, investments, retirement planning and more
Bournemouth, Talbot Village, Bournemouth, Christchurch And Poole
Hannah Dampney Wealth Planning

Hannah Dampney Wealth Planning

Bournemouth
Initial consultation free
FCA verified
Independent
I help individuals and families organise their finances, manage investments and plan for the future with confidence. Combining investment expertise with clear financial planning, I provide straightforward, independent advice focused on long-term security.
Clients
helped
10
Minimum
wealth
£250k+
Meet the team
Hannah Dampney
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Octopus Money

Octopus Money

Bournemouth
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
108
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Clinton Kennard Associates

Clinton Kennard Associates

Bournemouth
Initial consultation free
FCA verified
Restricted
Mark Clinton is based in Bournemouth and is passionate about helping clients navigate their way both up to, and beyond retirement.
Clients
helped
59
Minimum
wealth
£50k+
Meet the team
Mark Clinton
Can help with
Pensions & retirement
Financial planning
Investments
Matthew Dudley - Pocock Sanders Ltd.

Matthew Dudley - Pocock Sanders Ltd.

Bournemouth
Initial consultation free
FCA verified
Independent
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.
Clients
helped
569
Minimum
wealth
£250k+
Meet the team
Matthew Dudley
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Strategic Solutions Chartered Financial Planners

Strategic Solutions Chartered Financial Planners

Bournemouth
Initial consultation free
FCA verified
Independent
Strategic Solutions is a Chartered Firm of independent financial advisers providing straightforward advice making complex decisions easy to understand.
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Saltus Partners LLP

Saltus Partners LLP

Bournemouth
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1072
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Bournemouth
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15287
Minimum
wealth
£0+
Meet the team
James Relph
John McLaren
Hannah Lucy
Philip Instone
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Evelyn Partners

Evelyn Partners

Bournemouth
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
1090
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Matthew Dudley - Pocock Sanders Ltd.

Matthew Dudley - Pocock Sanders Ltd.

Bournemouth
Initial consultation free
FCA verified
Independent
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.
Clients
helped
569
Minimum
wealth
£250k+
Meet the team
Matthew Dudley
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Advies Wealth Ltd

Advies Wealth Ltd

Bournemouth
Initial consultation free
FCA verified
Independent
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
545
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
Frequently Asked Questions about Financial Advisers in Bournemouth