Top 20 Independent Financial Advisers in Bournemouth

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  • Tilney

    Bournemouth
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • P F M Associates Limited

    Bournemouth
    Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
    30
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Bournemouth
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    < 10
    £250k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wilcox Young Partnership

    Bournemouth
    We offer a personal service and wide range of expertise and skills covering pensions, insurance, investments and tax planning.
    14
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Strategic Solutions Chartered Financial Planners

    Bournemouth
    Strategic Solutions is a Chartered Firm of independent financial advisers providing straightforward advice making complex decisions easy to understand.
    New adviser
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rockstone Mortgage & Financial Advice

    Bournemouth
    We’ll provide reassurance and transparency from start to finish. With no hidden fees, we will clearly talk through our offering and any cost implication before asking for any commitment from you.
    20
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wilcox Young Partnership

    Bournemouth
    We offer expertise, knowledge, integrity and a personal service at a great price.
    108
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • St Barts Finance Ltd

    Bournemouth
    We want to provide you with the best service so that you are happy to refer us to friends/family.
    274
    £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
  • Fairstone Financial Management Ltd

    Bournemouth
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    18
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Holt Financial Services Ltd

    Bournemouth
    We pride ourselves on offering a friendly, personable service that puts our client’s needs at the heart of our business.
    134
    £0+
    7.0
    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.
    15
    £0+
    9.3
    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.