Top 10 Independent (IFAs) & Restricted Financial Advisers in Dorchester

Find the best FCA regulated financial advisers in Dorchester. Get expert help near you with pensions, investments, retirement planning and more.
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  • The Private Office

    Benson
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    37184
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Benson
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    2425
    £50k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Stadhampton
    FCA verified
    "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."
    603
    £500k+
    Can help with
    Pensions & retirement
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  • Saltus Partners LLP

    Wallingford
    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.
    909
    £250k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Wallingford
    FCA verified
    We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    375
    £150k+
    Can help with
    Pensions & retirement

  • Marcus Brooks Arcus Wealth

    Wallingford
    FCA verified
    On your side It’s our mission to deliver the best possible solutions for clients and to do this we utilise the latest technology and market-leading products. We invest in this to better serve our clients and create a smoother planning process.
    Recently added
    £0+
    Can help with
    Pensions & retirement

  • Eight Financial Advice

    Wallingford
    FCA verified
    Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.
    179
    £150k+
    Can help with
    Pensions & retirement

  • White Horse Wealth Management

    Wallingford
    FCA verified
    Unsure if you can achieve your goals? We provide personalised financial advice by spending time understanding your circumstances and requirements so that you can make fully informed, confident decisions on how best to reach your objectives.
    14
    £50k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Wallingford
    FCA verified
    "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."
    603
    £500k+
    Can help with
    Pensions & retirement

  • The Private Office

    Didcot
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    37184
    £100k+
    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.