Top 20 Independent Financial Advisers in Poole

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  • 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
  • Jigsaw Financial Management

    Poole
    16
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers Limited

    Poole
    Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning.
    15
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Poole
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    29
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rachel Jones, The Minster Partnership Ltd

    Poole
    Chartered Financial Planner dedicated to providing an independent, professional service to both private and corporate clients.
    38
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum Financial Services LLP

    Poole
    Advising clients since 2005, I'm passionate and committed to helping people make more informed financial decisions through personalised, life-centred financial planning. For clarity, peace of mind and confidence, contact me today.
    59
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Baker Davies Limited

    Poole
    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
  • Blue Pebble Finance Ltd

    Poole
    < 10
    £0+
    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
  • WHIreland Wealth Management

    Poole
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    25
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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
  • 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
  • Mazars Financial Planning Limited

    Poole
    We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
    24
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lewis Investment

    Poole
    Established in 1987, we have a unique proposition that has been developed to reduce risk for clients.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • P F M Associates Limited

    Poole
    Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
    68
    £0+
    7.1
    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.