Top 10 Independent (IFAs) & Restricted Financial Advisers in Coombe Keynes

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  • Matthew Dudley - Pocock Rutherford & Co

    Winfrith newburgh
    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.
    390
    £50k+
    Can help with
    Pensions & retirement
  • Matthew Winchester -Pocock Rutherford & Co

    Wareham town
    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.
    114
    £50k+
    Can help with
    Pensions & retirement
  • Strategic Solutions Chartered Financial Planners

    Wareham town
    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
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  • Flying Colours

    Wareham st martin
    FCA verified
    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.
    17554
    £100k+
    Can help with
    Pensions & retirement
  • OW Financial Planning

    Lytchett minster and upton
    FCA verified
    As an Independent Financial Adviser, I truly offer an impartial, independent, whole of market service. I am passionate about doing the best job for all my clients and therefore I tailor my meetings around you. Excellent service is my main focus.
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Five Financial Wealth Management

    Lytchett matravers
    FCA verified
    At Five Financial Wealth Management we understand that your financial objectives are as individual as you are. We want to help you achieve your financial goals and plan for your future. We are independent and look to save you time and money.
    182
    £100k+
    Can help with
    Pensions & retirement
  • OW Financial Planning

    Dorchester
    FCA verified
    As an Independent Financial Adviser, I truly offer an impartial, independent, whole of market service. I am passionate about doing the best job for all my clients and therefore I tailor my meetings around you. Excellent service is my main focus.
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Wilcox Young Partnership

    Dorchester
    FCA verified
    Bespoke, expert advice at a reasonable cost
    100
    £0+
    Can help with
    Pensions & retirement
  • PFM Associates Limited

    Poole
    FCA verified
    Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
    134
    £150k+
    Can help with
    Pensions & retirement
  • Matthew Winchester -Pocock Rutherford & Co

    Dorchester
    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.
    114
    £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.

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