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
The Private Office
Benson
FCA verified
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.
Clients
helped
helped
38122
Minimum
wealth
wealth
£150k+
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.
Clients
helped
helped
2448
Minimum
wealth
wealth
£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."
Clients
helped
helped
741
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
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.
Clients
helped
helped
966
Minimum
wealth
wealth
£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.
Clients
helped
helped
375
Minimum
wealth
wealth
£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.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£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.
Clients
helped
helped
263
Minimum
wealth
wealth
£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.
Clients
helped
helped
17
Minimum
wealth
wealth
£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."
Clients
helped
helped
741
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
The Private Office
Didcot
FCA verified
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.
Clients
helped
helped
38122
Minimum
wealth
wealth
£150k+
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.