Top 10 Independent (IFAs) & Restricted Financial Advisers in New Forest
Find the best FCA regulated financial advisers in New Forest. Get expert help near you with pensions, investments, retirement planning and more

A personal approach.
We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.
Clients
helped
helped
61
Minimum
wealth
wealth
£500k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Stockbroking services

Chris Philcox - True Potential Wealth Management
Bransgore
Initial consultation free
FCA verified
Independent
Independent, FCA-regulated financial planning specialising in pre and post-retirement advice, investment growth, protection, and estate planning. We deliver financial planning that is clear to understand, clear in cost and clearly independent.
Clients
helped
helped
332
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Business

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.
Clients
helped
helped
160
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.
Clients
helped
helped
12
Minimum
wealth
wealth
£150k+
Meet the team
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

"Are you powered by ‘Good Advice’?
At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
helped
922
Minimum
wealth
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services

We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped
helped
653
Minimum
wealth
wealth
£0+
Meet the team
+4
Can help with
Pensions & retirement

"Are you powered by ‘Good Advice’?
At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
helped
922
Minimum
wealth
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services

Financial planning is a partnership and my approach reflects that. After many years working in the financial services sector, as a relationship manager, I understand the benefits of having a trusted Adviser to lean on.
Clients
helped
helped
10
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

We're an independent national firm with an office in Fareham, offering pension, investments, protection and tax planning advice.
Clients
helped
helped
1922
Minimum
wealth
wealth
£50k+
Meet the team
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in New Forest
