Top 20 Independent Financial Advisers in Dorset

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Five Financial Wealth Management

    Poole
    At Five Financial Wealth Management we understand that your financial objectives are as individual as you are. We want to help you achieve your financial goals and plan for your future. We are independent and look to save you time and money.
    101
    £0+
    7.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Blandford forum
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8936
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Poole
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8936
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Positive Solutions

    Ferndown town
    Offering a professional,individual, face-to-face service from a local financial adviser with 26 years industry experience.
    33
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Bournemouth
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Poole
    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.
    11860
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GFP UK

    Bryanston
    We provide a wide range of professional financial advice and mortgage services to meet your individual needs. We offer our clients the very best level of service by tailoring all of our packages to our client's specific needs.
    43
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Weymouth
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8936
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Wimborne minster
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8936
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Poole
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    160
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • Lewis Investment

    Poole
    Established in 1987, we have a unique proposition that has been developed to reduce risk for clients.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mazars Financial Planning Limited

    Poole
    We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
    399
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rockstone Mortgage & Financial Advice

    Bournemouth
    We’ll provide reassurance and transparency from start to finish. With no hidden fees, we will clearly talk through our offering and any cost implication before asking for any commitment from you.
    26
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wright Financial Management Limited

    Verwood
    Small enough to care but big enough to cope with any financial situation.
    59
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jigsaw Financial Management

    Poole
    184
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • P F M Associates Limited

    Poole
    Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
    75
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • St Barts Finance Ltd

    Poole
    St Barts Finance helps clients make the most of their capital, whilst providing a confidential and safe home for all their financial needs. We have offices in both Bournemouth & Poole and own and manage the Bournemouth Branch of Yorkshire Building Society.
    40
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blueberry Wealth Management - Oliver Wickham

    Dorchester
    Blueberry Wealth Management provides a highly individual service based on the highest possible standards which is delivered by highly qualified professionals who you can rely on and trust.
    New adviser
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Christchurch
    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.
    11860
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • P F M Associates Limited

    Bournemouth
    Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
    35
    £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.