Top 10 Independent (IFAs) & Restricted Financial Advisers in New Forest

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Total assets
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  • Canaccord Genuity Wealth Management (CGWM)

    Totton and eling
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    21
    £250k+
    Can help with
    Pensions & retirement
  • Keith Whitehead - True Potential LLP

    Totton and eling
    FCA verified
    I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
    534
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Fawley
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1457
    £150k+
    Can help with
    Pensions & retirement
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  • Woodlands Financial Planning

    Lymington and pennington
    FCA verified
    Our goal is to increase our clients knowledge of financial services and their financial wellbeing through offering the widest range of products and services from the whole of the market, whilst ensuring that our clients always receive sound advice.
    65
    £0+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Lymington and pennington
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    5012
    £50k+
    Can help with
    Pensions & retirement
  • Matthew Dudley - Pocock Rutherford & Co

    New milton
    FCA verified
    Hi my name is Matthew Dudley, I’m a local financial adviser based in Bournemouth, 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.
    376
    £50k+
    Can help with
    Pensions & retirement
  • PFM Associates Limited

    Ringwood
    FCA verified
    Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
    134
    £100k+
    Can help with
    Pensions & retirement
  • Financial Future Associates

    New milton
    FCA verified
    For your financial future
    80
    £0+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Lymington and pennington
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    414
    £250k+
    Can help with
    Pensions & retirement
  • Matthew Winchester -Pocock Rutherford & Co

    Totton and eling
    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.
    109
    £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.

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.