Top 20 Independent Financial Advisers in Dorset

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  • Quilter Financial Advisers

    Christchurch
    Financial Advice that is tailored to you. Based on considerable experience in the financial sector. My aim always to help a businesses or individual to take a holistic view of their financial position and help them achieve their objectives.
    New adviser
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Bournemouth
    < 10
    £50k+
    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
    16
    £50k+
    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
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • St Barts Finance Ltd

    Poole
    St Barts Finance helps clients make the most of their capital, whilst providing a confidential and safe home for all their financial needs. We have offices in both Bournemouth & Poole and own and manage the Bournemouth Branch of Yorkshire Building Society.
    31
    £0+
    7.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Baker Davies Limited

    Bournemouth
    Our mission is to make complicated financial matters simple and take away our clients' worries. Our aim is for you to achieve and enjoy financial freedom.
    14
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jigsaw Financial Management

    Bridport
    10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wilcox Young Partnership

    Poole
    15
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Colin Hookey Investment Consultants Ltd

    St leonards and st ives
    We recognise that every client’s circumstances are unique, we believe that every financial plan should be unique as well.
    50
    £50k+
    9.0
    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.
    11
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • The Private Office

    Christchurch
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    19
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Greg Charlton - True Potential Wealth Management

    Weymouth
    I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
    10
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Yolo Wealth

    Christchurch
    Tailored personal advice delivered remotely in an easy and convenient way. We particularly specialise in advice for self employed, contractors, freelancers and business owners. Having said that if you need help I am always happy to speak to you.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Five Financial Wealth Management

    Poole
    Independent Financial Advisor and Independent Mortgage Advisors (Whole of Market).
    58
    £50k+
    7.0
    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
  • P F M Associates Limited

    Christchurch
    Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
    19
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Bournemouth
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
    107
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield

    Sherborne
    Helping you achieve financial wellbeing and peace of mind - in a friendly, approachable way.
    74
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Life Matters Financial Planning

    Poole
    Lifestyle financial planners, working with business owners, senior executives and those who are enjoying retirement. Empowering you to make great decisions.
    < 10
    £500k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Heritage Investments.

    Christchurch
    Chartered Financial Planners that provide clients with professional and suitable advice in a way that is easy to understand.
    19
    £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.