Top 10 Independent (IFAs) & Restricted Financial Advisers in Holt
Find the best FCA regulated financial advisers in Holt. Get expert help near you with pensions, investments, retirement planning and more
Matthew Dudley - Pocock Sanders Ltd.
Colehill
FCA verified
I'm an Independent Financial Adviser who help families and business owners, grow, protect and pass on their wealth with bespoke financial planning, tailored to your needs. I’m based in Dorset and my initial consultation is free of charge.
Clients
helped
helped
553
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Evelyn Partners
Colehill
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
741
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
John Fogg Financial Planning
Wimborne minster
FCA verified
Financial planning is a partnership and my approach reflects that. After many years working in the financial services sector, as a relationship manager, I understand the benefits of having a trusted Adviser to lean on.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
The Private Office
Ferndown town
FCA verified
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
helped
38122
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Fairstone Group
Wimborne minster
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices.
With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
helped
14503
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
The Private Office
Wimborne minster
FCA verified
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
helped
38122
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Kingston PTM Limited
Ferndown town
FCA verified
Specialists in integrated financial and tax planning for all clients but particularly for those approaching, at and in to, retirement
Clients
helped
helped
< 10
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Walker Wealth Management Limited
Wimborne minster
FCA verified
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
helped
32
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Matthew Dudley - Pocock Sanders Ltd.
Ferndown town
FCA verified
I'm an Independent Financial Adviser who help families and business owners, grow, protect and pass on their wealth with bespoke financial planning, tailored to your needs. I’m based in Dorset and my initial consultation is free of charge.
Clients
helped
helped
553
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Chris Bibb Independent Financial Advice Ltd
Ferndown town
FCA verified
Highly qualified, highly experienced and dedicated, diligent, award winning professionals who really enjoy helping people achieve their key financial goals
Clients
helped
helped
31
Minimum
wealth
wealth
£500k+
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.