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

I need advice on
Total assets
My postcode
First meeting is free
  • Holt Financial Services Ltd

    Bournemouth
    FCA verified
    We pride ourselves on offering a friendly, personable service that puts our client’s needs at the heart of our business.
    172
    £0+
    Can help with
    Pensions & retirement
  • Premier Financial Planning Ltd

    Shaftesbury
    FCA verified
    Working in financial services for 27 years and specialising in investments and pensions to help clients grow their capital and enjoy retirement.
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • Clinton Kennard Associates

    Poole
    FCA verified
    Mark Clinton is based in Westbourne, Bournemouth and offers pension advice to local clients approaching or in retirement.
    19
    £50k+
    Can help with
    Pensions & retirement
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  • GPFM Financial Planners

    Poole
    FCA verified
    We provide Independent Financial Advice to Individuals and Corporate clients.
    186
    £100k+
    Can help with
    Pensions & retirement
  • Holt Financial Services Ltd

    Dorchester
    FCA verified
    We pride ourselves on offering a friendly, personable service that puts our client’s needs at the heart of our business.
    172
    £0+
    Can help with
    Pensions & retirement
  • Matthew Winchester -Pocock Rutherford & Co

    West parley
    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.
    91
    £0+
    Can help with
    Financial planning
  • 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.
    275
    £100k+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Verwood
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4513
    £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.
    91
    £50k+
    Can help with
    Pensions & retirement
  • Continuum (Financial Services) LLP

    Poole
    FCA verified
    Your financial future - are you looking for help to make things more certain for yourself and your family? I'm here to save you time and get your money working for you, minimising your financial risks and shortfalls.
    152
    £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.