Top 10 Independent (IFAs) & Restricted Financial Advisers in Lytchett Minster And Upton

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  • 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.
    Recently added
    £0+
    Can help with
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Broadstone
    FCA verified
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    370
    £0+
    Can help with
    Pensions & retirement
  • Chris Bibb Independent Financial Advice Ltd

    Broadstone
    FCA verified
    Highly qualified, highly experienced and dedicated, diligent, award winning professionals who really enjoy helping people achieve their key financial goals
    10
    £500k+
    Can help with
    Pensions & retirement
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  • Andrew Sexton at Premier Financial Planning

    Broadstone
    FCA verified
    I am an independent financial adviser working in and around the Bournemouth and Dorset area. I provide advice on all areas of finance, specialising in pension, investment and protection.
    Recently added
    £100k+
    Can help with
    Pensions & retirement
  • Matthew Dudley - Pocock Rutherford & Co

    Broadstone
    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.
    365
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Poole
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27466
    £100k+
    Can help with
    Pensions & retirement
  • Greenfields Financial Management Limited

    Lytchett matravers
    FCA verified
    We place people before profit. Everything we do is about helping you achieve your financial and life goals. We are your Financial Partners in your financial future
    45
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Poole
    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.
    1412
    £150k+
    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.
    133
    £150k+
    Can help with
    Pensions & retirement
  • Mazars Financial Planning Limited

    Poole
    FCA verified
    At Mazars, we believe personal financial planning should be holistic, which is why our private client team consists of experienced experts, including financial planners, wealth managers and tax advisers.
    412
    £150k+
    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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