Find an Independent or Restricted Financial Adviser

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.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.

We provide sound, financial solutions for our client's needs for today and for their future.

We are FCA-regulated independent financial advisers with deep expertise and experience of financial planning, investments and tax efficiency.

Richard Cox Wealth Management have been providing financial advice for over 6 years. We provide financial advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.

Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions.

I am based in Willerby and offer a local service to clients in the area. I am an experienced Financial adviser with over 30 years experience. Specialising in retirement planning, investments and inheritance tax planning.

Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.