Top 20 Independent Financial Advisers in Iwerne Courtney Or Shroton

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  • 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.
    55
    £0+
    9.3
    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.
    9286
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Blandford forum
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5457
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • M & N Insurance & Financial Services Limited

    Blandford forum
    I am passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
    26
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hanlon Kneller & Associates

    Blandford forum
    We offer independent investment advice on existing pensions and investments. We live and work in the local area. If you wish to look at our website the address is <url hidden>
    44
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bloomfield & Associates Ltd

    Shaftesbury
    We help our clients to grow their wealth, protect it and enjoy it. In a complex and opaque financial world, we offer clear face-to-face advice to individuals, trustees and businesses.
    43
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Your Financial Planning Ltd

    Milborne port
    Helping you take control through understanding, protecting and growing what you have for you, your family and your future.
    12
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bloomfield & Associates Ltd

    Wincanton
    We help our clients to grow their wealth, protect it and enjoy it. In a complex and opaque financial world, we offer clear face-to-face advice to individuals, trustees and businesses.
    43
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Strategic Solutions Chartered Financial Planners

    Sherborne
    James Oliver - Independent Financial Adviser
    67
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Sherborne
    I am passionate about my work and I care about my clients. I have over 25 years experience providing financial advice on pensions, investments, long term care and lifetime mortgages
    47
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • AFH wealth management

    Sherborne
    I am passionate about my work and I care about my clients. I have over 25 years experience providing financial advice on pensions, investments, long term care and lifetime mortgages
    18
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield

    Sherborne
    Helping you achieve financial wellbeing and peace of mind - in a friendly, approachable way.
    86
    £100k+
    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.
    9286
    £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.
    12494
    £100k+
    9.6
    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
  • 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
  • Wilcox Young Partnership

    Ferndown town
    Bespoke, expert advice at a reasonable cost
    59
    £0+
    9.0
    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
  • 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
  • Strategic Solutions Chartered Financial Planners

    Wareham town
    Strategic Solutions is a Chartered Firm of independent financial advisers providing straightforward advice making complex decisions easy to understand.
    < 10
    £100k+
    9.0
    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.