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Top 10 Independent (IFAs) & Restricted Financial Advisers in Corfe Castle

Find the best FCA regulated financial advisers in Corfe Castle. Get expert help near you with pensions, investments, retirement planning and more
Corfe Castle, Dorset
Evelyn Partners

Evelyn Partners

Wareham town
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
1054
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
Saltus Partners LLP

Saltus Partners LLP

Swanage
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
1062
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
Matthew Winchester -Pocock Sanders

Matthew Winchester -Pocock Sanders

Wareham town
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
162
Minimum
wealth
£100k+
Meet the team
Matthew Winchester
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Strategic Solutions Chartered Financial Planners

Strategic Solutions Chartered Financial Planners

Wareham town
Initial consultation free
FCA verified
Independent
Strategic Solutions is a Chartered Firm of independent financial advisers providing straightforward advice making complex decisions easy to understand.
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
Allan Cruse
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Oculus Wealth Management – Sebastian Culpan-Scott

Oculus Wealth Management – Sebastian Culpan-Scott

Poole
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
68
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
Evelyn Partners

Evelyn Partners

Poole
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
1054
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
Saltus Partners LLP

Saltus Partners LLP

Poole
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
1062
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
Walker Wealth Management Limited

Walker Wealth Management Limited

Lytchett minster and upton
Initial consultation free
FCA verified
Restricted
Walker Wealth Management have been providing financial advice for over 11 years. We 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
38
Minimum
wealth
£50k+
Meet the team
Lee Walker
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Wealth Guide

Wealth Guide

Poole
Initial consultation free
FCA verified
Independent
Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.
Clients
helped
62
Minimum
wealth
£250k+
Meet the team
Michael Lavin
Can help with
Pensions & retirement
M&G Advice

M&G Advice

Lytchett minster and upton
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2270
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Frequently Asked Questions about Financial Advisers in Corfe Castle