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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
Matthew Winchester -Pocock Sanders

Matthew Winchester -Pocock Sanders

Bournemouth
Initial consultation free
FCA verified
Independent
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.
Clients
helped
160
Minimum
wealth
£100k+
Meet the team
Matthew Winchester
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Richard Lent at Continuum Financial Services

Richard Lent at Continuum Financial Services

Bournemouth
Initial consultation free
FCA verified
Independent
Am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be very daunting but I aim to make this process clearer and uncomplicated.
Clients
helped
107
Minimum
wealth
£0+
Meet the team
Richard Lent
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
Mortgages
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
518
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
Lawrence Down - Financial Adviser

Lawrence Down - Financial Adviser

Bournemouth
Initial consultation free
FCA verified
Restricted
Lawrence Down has been providing financial advice for over 20 years. I provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Lawrence Down
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Lawrence Down - Financial Adviser

Lawrence Down - Financial Adviser

Bournemouth
Initial consultation free
FCA verified
Restricted
Lawrence Down has been providing financial advice for over 20 years. I provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Lawrence Down
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Lawrence Down - Financial Adviser

Lawrence Down - Financial Adviser

Bournemouth
Initial consultation free
FCA verified
Restricted
Lawrence Down has been providing financial advice for over 20 years. I provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Lawrence Down
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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
1039
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
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
57
Minimum
wealth
£100k+
Meet the team
Chris Hamilton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
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
20031
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
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
98
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Bournemouth