Top 10 Independent (IFAs) & Restricted Financial Advisers in Dorset

Find the best FCA regulated financial advisers in Dorset. Get expert help near you with pensions, investments, retirement planning and more.
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  • Evelyn Partners

    Poole
    FCA verified
    "Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
    696
    £500k+
    Can help with
    Pensions & retirement
  • PFM Associates Limited

    Poole
    FCA verified
    Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
    171
    £150k+
    Can help with
    Pensions & retirement
  • Evelyn Partners

    Bridport
    FCA verified
    "Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
    696
    £500k+
    Can help with
    Pensions & retirement
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  • Strategic Solutions Chartered Financial Planners

    Wareham town
    FCA verified
    Strategic Solutions is a Chartered Firm of independent financial advisers providing straightforward advice making complex decisions easy to understand.
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • Oculus Wealth Management – Sebastian Culpan-Scott

    Poole
    FCA verified
    We set ourselves apart with a client-first ethos, providing you with clear, strategic advice to help you manage, protect and grow your wealth. With a tailored approach that adapts to your evolving circumstances.
    51
    £500k+
    Can help with
    Pensions & retirement
  • Matthew Winchester -Pocock Sanders

    West parley
    FCA verified
    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.
    154
    £0+
    Can help with
    Financial planning
  • Blueberry Wealth Limited

    Verwood
    FCA verified
    I pride myself in offering a professional personal service to all my clients
    175
    £0+
    Can help with
    Pensions & retirement
  • My Pension Expert

    Burton
    FCA verified
    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
    653
    £0+
    Can help with
    Pensions & retirement
  • Oculus Wealth Management – Sebastian Culpan-Scott

    Bournemouth
    FCA verified
    We set ourselves apart with a client-first ethos, providing you with clear, strategic advice to help you manage, protect and grow your wealth. With a tailored approach that adapts to your evolving circumstances.
    51
    £500k+
    Can help with
    Pensions & retirement
  • Matthew Winchester -Pocock Sanders

    Sturminster newton
    FCA verified
    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.
    154
    £50k+
    Can help with
    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.