Top 20 Independent Financial Advisers in Holt

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • 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
  • Wilcox Young Partnership

    Ferndown town
    Bespoke, expert advice at a reasonable cost
    59
    £0+
    9.0
    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.
    9338
    £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.
    12586
    £100k+
    9.7
    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
  • Atkins Bland Limited

    Ferndown town
    We stand for independent thinking rather than following the crowd.
    61
    £0+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
  • Positive Solutions

    Ferndown town
    Offering a professional,individual, face-to-face service from a local financial adviser with 26 years industry experience.
    34
    £50k+
    10.0
    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+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Bibb Independent Financial Advice Ltd

    Broadstone
    Highly qualified, highly experienced and dedicated, diligent, award winning professionals who really enjoy helping people achieve their key financial goals
    < 10
    £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.
  • WHIreland Wealth Management

    Poole
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    103
    £50k+
    9.5
    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.
    9338
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rachel Jones, The Minster Partnership Ltd

    Poole
    Chartered Financial Planner dedicated to providing an independent, professional service to both private and corporate clients.
    38
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum Financial Services LLP

    Poole
    Advising clients since 2005, I'm passionate and committed to helping people make more informed financial decisions through personalised, life-centred financial planning. For clarity, peace of mind and confidence, contact me today.
    64
    £100k+
    9.3
    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.
    81
    £0+
    7.4
    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.
    9338
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jigsaw Financial Management

    Poole
    184
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers Limited

    Poole
    Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning.
    55
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Bournemouth
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5491
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • St Barts Finance Ltd

    Bournemouth
    We want to provide you with the best service so that you are happy to refer us to friends/family.
    288
    £0+
    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.