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

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Total assets
My postcode
First meeting is free
  • Unity Wealth Management

    Christchurch
    FCA verified
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    280
    £100k+
    Can help with
    Pensions & retirement
  • Atkins Bland Limited

    Ferndown town
    FCA verified
    We stand for independent thinking rather than following the crowd.
    89
    £50k+
    Can help with
    Pensions & retirement
  • Money Matters FS Ltd

    Weymouth
    FCA verified
    We are the friendly financial experts and our clients keep coming back so try us and see for yourself.
    30
    £0+
    Can help with
    Pensions & retirement
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  • Matthew Dudley - Pocock Rutherford & Co

    Shaftesbury
    FCA verified
    Hi my name is Matthew Dudley, I’m a local financial adviser based in Bournemouth, Dorset and I have been providing straight forward, easy to understand financial advice. My initial consultation is free so please reach out to see if I can help you.
    320
    £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
  • Hartsfield Financial Services

    Sherborne
    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.
    1321
    £150k+
    Can help with
    Pensions & retirement
  • Strategic Solutions Chartered Financial Planners

    Bournemouth
    FCA verified
    Strategic Solutions is a Chartered Firm of independent financial advisers providing straightforward advice making complex decisions easy to understand.
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • Matthew Dudley - Pocock Rutherford & Co

    Bournemouth
    FCA verified
    Hi my name is Matthew Dudley, I’m a local financial adviser based in Bournemouth, Dorset and I have been providing straight forward, easy to understand financial advice. My initial consultation is free so please reach out to see if I can help you.
    320
    £50k+
    Can help with
    Pensions & retirement
  • Matthew Dudley - Pocock Rutherford & Co

    Poole
    FCA verified
    Hi my name is Matthew Dudley, I’m a local financial adviser based in Bournemouth, Dorset and I have been providing straight forward, easy to understand financial advice. My initial consultation is free so please reach out to see if I can help you.
    320
    £50k+
    Can help with
    Pensions & retirement
  • Clinton Kennard Associates

    Broadstone
    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.