Top 10 Independent (IFAs) & Restricted Financial Advisers in Bridport
Find the best FCA regulated financial advisers in Bridport. Get expert help near you with pensions, investments, retirement planning and more
Hymans Robertson Personal Wealth
Bridport
FCA verified
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
helped
183
Minimum
wealth
wealth
£100k+
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."
Clients
helped
helped
765
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
Evelyn Partners
Beaminster
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."
Clients
helped
helped
765
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
Alan Gledhill at Aitana Financial Services
Beaminster
FCA verified
Our mission is to provide an exceptional financial planning service with a professional and compassionate approach.
Clients
helped
helped
221
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Hymans Robertson Personal Wealth
Beaminster
FCA verified
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
helped
183
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
aw
Aitana Wealth
Axminster
FCA verified
Our goal is to provide you with qualified, expert advice. Helping you build, manage, and protect your wealth in line with your financial goals. Ensuring the process is clear, structured, and as straightforward as possible.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
William Highbourne Wealth Management
Axminster
FCA verified
We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.
Clients
helped
helped
700
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Blueberry Wealth Limited
Dorchester
FCA verified
I pride myself in offering a professional personal service to all my clients
Clients
helped
helped
175
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Alex Hawker at True Potential
Chard town
FCA verified
I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
Clients
helped
helped
43
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Hartsfield Financial Services Ltd
West coker
FCA verified
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
helped
375
Minimum
wealth
wealth
£150k+
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.