Top 20 Independent Financial Advisers in Poole

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  • The Pension Drawdown Company

    Ivybridge
    Financial Planning and Investment Management to help you towards securing yours and your family's financial future and making those retirement plans and goals a reality.
    43
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Avista Financial Planning Ltd

    Ellesmere port
    We pride ourselves in giving impartial and honest advice creating long term relationships with our clients. Free initial consultation.
    33
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Walden Capital

    Saffron walden
    Walden Capital provides inspired financial thinking, bespoke planning and an assured service. We are specialists in managing family wealth and run our own highly effective investment portfolios. We are Pension Transfer specialists, including final salary.
    18
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Liversedge
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5228
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lawton Financial Services

    Southfleet
    Lawton Financial Services, providing wealth management strategies and financial advice to private and corporate clients across the UK.
    125
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    St albans
    We do more financial planning in 2 hours, than most do in 7 years
    491
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Isham
    Creating, managing and protecting your wealth the intelligent way
    483
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • David Coles – Independent Shetland Finance Ltd

    Shetland
    As an Independent Financial Adviser, I can advise you on products from the whole market to meet your individual needs.
    31
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Bristol
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    121
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pembroke Financial Services Ltd

    Shoreham by sea
    "The single biggest difference between financial success and financial failure is how well you manage your money" Let's talk
    175
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Ashley Townsend Prosperity IFA

    Chalfont st peter
    It is a privilege, and not a right, to be able to work collaboratively with a client and potentially shape their financial future for the better.
    66
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • William Felix - Intelligent Financial Advisory Ltd

    Orton longueville
    Creating, managing and protecting your wealth the intelligent way
    69
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • true potential

    Newcastle upon tyne
    Free no obligation financial planning meeting to look at your existing contracts or create new financial plans.
    65
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management LTD

    Kendal
    I have particular expertise in Retirement Planning, Inheritance Tax Solutions, long term Investments and provide regular on-going reviews.
    80
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Over alderley
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8926
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IJP Wealth Management Ltd

    Alderley edge
    Chartered Financial Adviser specialising in Pension advice for all types of pensions including Final Salary Pension Transfers
    115
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Utopia Wealth Planning Ltd

    Chestfield
    Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
    16
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Cheltenham
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8926
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PLS Financial Services Ltd

    Debenham
    We are Independent Financial Planners providing bespoke advice for Individuals, Businesses and Trustees. Your success is our success. Charles and Georgia are a father and daughter team who between them offer many years of experience.
    42
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Cheadle
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8926
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    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.