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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
Octopus Money

Octopus Money

Bournemouth
Initial consultation free
FCA verified
Restricted
We believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
Clients
helped
97
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Flying Colours Advice

Flying Colours Advice

Bournemouth
Initial consultation free
FCA verified
Independent
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.
Clients
helped
20004
Minimum
wealth
£250k+
Meet the team
George Agan
Billy Ambler
Sarah Arora
Liviu Ratoi
David Lemar
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
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
55
Minimum
wealth
£50k+
Meet the team
Mark Clinton
Can help with
Pensions & retirement
Financial planning
Investments
Chris Bibb Independent Financial Advice Ltd

Chris Bibb Independent Financial Advice Ltd

Bournemouth
Initial consultation free
FCA verified
Independent
Highly qualified, highly experienced and dedicated, diligent, award winning professionals who really enjoy helping people achieve their key financial goals
Clients
helped
32
Minimum
wealth
£500k+
Meet the team
Chris Bibb
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
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
850
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
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
850
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
Chris Hamilton - Quilter Financial Advisers

Chris Hamilton - Quilter Financial Advisers

Bournemouth
Initial consultation free
FCA verified
Restricted
We offer friendly personalized financial advice in a full range of products including retirement and pensions, investments, insurances and equity release as well as trust and financial planning.
Clients
helped
52
Minimum
wealth
£100k+
Meet the team
Chris Hamilton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
John Fogg Financial Planning

John Fogg Financial Planning

Bournemouth
Initial consultation free
FCA verified
Restricted
Financial planning is a partnership and my approach reflects that. After many years working in the financial services sector, as a relationship manager, I understand the benefits of having a trusted Adviser to lean on.
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
John Fogg
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Oculus Wealth Management – Sebastian Culpan-Scott

Oculus Wealth Management – Sebastian Culpan-Scott

Bournemouth
Initial consultation free
FCA verified
Independent
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.
Clients
helped
63
Minimum
wealth
£500k+
Meet the team
Sebastian Culpan-Scott
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Ascot Lloyd

Ascot Lloyd

Bournemouth
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1859
Minimum
wealth
£150k+
Meet the team
Craig Couldrick
Kevin Broome
Raj Chauhan
Scott Moody
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Bournemouth