Top 10 Independent (IFAs) & Restricted Financial Advisers in Winfrith Newburgh

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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 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.
    436
    £100k+
    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.
    129
    £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 Advice

    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.
    18214
    £150k+
    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

  • Wilcox Young Partnership

    Dorchester
    FCA verified
    Bespoke, expert advice at a reasonable cost
    104
    £0+
    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.
    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

  • 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

  • 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

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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