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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
Dorset
Walker Wealth Management Limited

Walker Wealth Management Limited

Broadstone
Initial consultation free
FCA verified
Restricted
Walker Wealth Management have been providing financial advice for over 11 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
39
Minimum
wealth
£50k+
Meet the team
Lee Walker
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
The Private Office

The Private Office

Poole
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
40100
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+48
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Evelyn Partners

Evelyn Partners

Bournemouth
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
1102
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Evelyn Partners

Evelyn Partners

Poole
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
1102
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Flying Colours Advice

Flying Colours Advice

Poole
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20165
Minimum
wealth
£150k+
Meet the team
George Agan
Billy Ambler
Sarah Arora
Liviu Ratoi
David Lemar
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Evelyn Partners

Evelyn Partners

Winfrith newburgh
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
1102
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Evelyn Partners

Evelyn Partners

Wareham town
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
1102
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Financial Future Associates

Financial Future Associates

Ferndown town
Initial consultation free
FCA verified
Independent
For your financial future
Clients
helped
90
Minimum
wealth
£0+
Meet the team
Ian Primmer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Matthew Winchester -Pocock Sanders

Matthew Winchester -Pocock Sanders

Bournemouth
Initial consultation free
FCA verified
Independent
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.
Clients
helped
163
Minimum
wealth
£100k+
Meet the team
Matthew Winchester
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Money Matters FS Ltd

Money Matters FS Ltd

Weymouth
Initial consultation free
FCA verified
Independent
We are the friendly financial experts and our clients keep coming back so try us and see for yourself.
Clients
helped
30
Minimum
wealth
£0+
Meet the team
Brian Sheppard
Samantha Aughton
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business
Mortgages
Frequently Asked Questions about Financial Advisers in Dorset