Top 20 Independent Financial Advisers in Alderholt

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

    Verwood
    Small enough to care but big enough to cope with any financial situation.
    64
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PFM Associates Limited

    Ringwood
    Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
    88
    £0+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Downton
    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.
    15975
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Atkins Bland Limited

    Ferndown town
    We stand for independent thinking rather than following the crowd.
    73
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kingston PTM Limited

    Ferndown town
    Specialists in integrated financial and tax planning for all clients but particularly for those approaching, at and in to, retirement
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wilcox Young Partnership

    Ferndown town
    Bespoke, expert advice at a reasonable cost
    70
    £0+
    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.
  • Garwood Wealth Management Ltd

    Ferndown town
    We are dedicated to and value all of our clients. We treat them as individuals with bespoke requirements and provide high quality, independent, financial planning advice. We operate across the south from Bournemouth to Chichester and beyond.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ian Sparks – 2plan wealth management Ltd

    Colehill
    Independent financial advice in the comfort of your own home at a time to suit yourself. Due to Covid19, I am currently conducting all meetings remotely via Teams, Zoom, WhatsApp, FaceTime or by telephone dependent on your communication preference.
    17
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matthew Winchester -Pocock Rutherford & Co

    West parley
    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.
    < 10
    £0+
    9.0
    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.
    35
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers Limited

    Wimborne minster
    Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning.
    70
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Wimborne minster
    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.
    15962
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Hamilton - Quilter Financial Advisers

    Wimborne
    We offer friendly personalized financial advice in a full range of products including retirement and pensions, investments, insurances and equity release as well as trust and financial planning.
    Recently Added
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Darren Winspear - Libertas Financial Planning

    Bournemouth
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Five Financial Wealth Management

    Bournemouth
    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.
    129
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gresham Financial Limited

    Salisbury
    We provide professional independent financial planning and investment advice to private individuals and businesses, with free initial consultation.
    22
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PFM Associates Limited

    Salisbury
    Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
    88
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Bournemouth
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6649
    £0+
    8.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Verve Financial Limited

    Salisbury
    Helping you achieve your lifelong goals without worrying about money and overcoming all of the hurdles you face in life.
    73
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Salisbury
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    151
    £250k+
    10.0
    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.