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Top 10 Independent (IFAs) & Restricted Financial Advisers in Morden

Find the best FCA regulated financial advisers in Morden. Get expert help near you with pensions, investments, retirement planning and more
Morden, Dorset
Titan Wealth International

Titan Wealth International

Lytchett matravers
FCA verified
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
722
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Lytchett matravers
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
741
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Strategic Solutions Chartered Financial Planners

Strategic Solutions Chartered Financial Planners

Wareham town
FCA verified
Strategic Solutions is a Chartered Firm of independent financial advisers providing straightforward advice making complex decisions easy to understand.
Clients
helped
< 10
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Matthew Winchester -Pocock Sanders

Matthew Winchester -Pocock Sanders

Wareham town
FCA verified
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
155
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Walker Wealth Management Limited

Walker Wealth Management Limited

Lytchett minster and upton
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
32
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Eight Financial Advice

Eight Financial Advice

Poole
FCA verified
Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.
Clients
helped
263
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Wareham town
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
741
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Clinton Kennard Associates

Clinton Kennard Associates

Broadstone
FCA verified
Mark Clinton is based in Bournemouth and is passionate about helping clients navigate their way both up to, and beyond retirement.
Clients
helped
51
Minimum
wealth
£50k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Broadstone
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
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Walker Wealth Management Limited

Walker Wealth Management Limited

Broadstone
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
32
Minimum
wealth
£50k+
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.

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