Top 20 Independent Financial Advisers in Symondsbury

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

    Bridport
    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+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • WHIreland Wealth Management

    Bridport
    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
  • Jigsaw Financial Management

    Bridport
    184
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bright Future Financial

    Lyme regis
    Independent Financial Adviser and Chartered Financial Planner offering wealth management, investments, pensions and retirement planning advice and estate planning services.
    29
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jigsaw Financial Management

    Maiden newton
    184
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Chard town
    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.
    12548
    £100k+
    9.0
    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+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blueberry Wealth Limited

    Dorchester
    I pride myself in offering a professional personal service to all my clients
    44
    £0+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Michelle Lambell - The Minster Partnership

    Dorchester
    Experienced Chartered Financial Planner with a demonstrated history of working with pensions and investments, with an emphasis on providing advice to women.
    16
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Mill

    Yeovil
    Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
    11
    £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.
  • Holt Financial Services Ltd

    Weymouth
    We pride ourselves on offering a friendly, personable service that puts our client’s needs at the heart of our business.
    31
    £50k+
    9.3
    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.
    9323
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blue Fox Wealth

    Yeovil
    We provide bespoke financial planning where clients are at the heart of what we do. We pride ourselves on our friendly and approachable service, dealing with what can be complicated matters in a straight forward, no nonsense manner at a sensible cost.
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mike Rogers IFA - AFH Management

    Yeovil
    We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
    68
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • P J Aiken Ltd

    Dorchester
    We offer a clear, bespoke and personable service, and are committed to providing clients with a professional experience.
    24
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wilcox Young Partnership

    Dorchester
    Bespoke, expert advice at a reasonable cost
    59
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chapter House Wealth Management

    Dorchester
    We are committed to putting our clients at the heart of everything we do and to providing the best possible service.
    22
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Yeovil
    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+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Yeovil
    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.
    12548
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Yeovil
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9323
    £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.