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

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.

de Mellow & Co has delivered financial advice for over 30 years. We specialise in goals-based financial planning for clients who value structured, long-term advice tailored to their objectives. I am one of nine advisers within the practice.

I help individuals and families organise their finances, manage investments and plan for the future with confidence. Combining investment expertise with clear financial planning, I provide straightforward, independent advice focused on long-term security.

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.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

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.

We provide a free update & advice service to help you understand your plans.

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.

"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."