Top 10 Independent (IFAs) & Restricted Financial Advisers in Shipton Gorge

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Total assets
My postcode
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  • OW Financial Planning

    Beaminster
    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.
    12
    £0+
    Can help with
    Pensions & retirement

  • Hymans Robertson Personal Wealth

    Beaminster
    FCA verified
    92
    £100k+
    Can help with
    Pensions & retirement

  • Blueberry Wealth Limited

    Dorchester
    FCA verified
    I pride myself in offering a professional personal service to all my clients
    153
    £0+
    Can help with
    Pensions & retirement
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  • 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.
    129
    £50k+
    Can help with
    Pensions & retirement

  • Wilcox Young Partnership

    Dorchester
    FCA verified
    Bespoke, expert advice at a reasonable cost
    104
    £0+
    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.
    12
    £0+
    Can help with
    Pensions & retirement

  • Matthew Winchester -Pocock Rutherford & Co

    Weymouth
    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.
    129
    £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

  • Neligan Financial Ltd

    Axminster
    FCA verified
    "I feel reassured that I've worked with someone who has taken the time to really get to know my aspirations for the future and has considered all the options open to me at this point in my life, and how best to ensure I am secure for the future."
    66
    £150k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    West coker
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    226
    £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.

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.