Top 10 Independent (IFAs) & Restricted Financial Advisers in St Leonards And St Ives

For your financial future

Highly qualified, highly experienced and dedicated, diligent, award winning professionals who really enjoy helping people achieve their key financial goals

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.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Specialists in integrated financial and tax planning for all clients but particularly for those approaching, at and in to, retirement

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

I'm an Independent Financial Adviser who help families and business owners, grow, protect and pass on their wealth with bespoke financial planning, tailored to your needs. I’m based in Dorset and my initial consultation is free of charge.

Highly qualified, highly experienced and dedicated, diligent, award winning professionals who really enjoy helping people achieve their key financial goals

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.

Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.