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

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  • Mazars Financial Planning Limited

    Poole
    FCA verified
    At Mazars, we believe personal financial planning should be holistic, which is why our private client team consists of experienced experts, including financial planners, wealth managers and tax advisers.
    412
    £150k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services

    Poole
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1375
    £150k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Poole
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16938
    £100k+
    Can help with
    Pensions & retirement
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  • PFM Associates Limited

    Poole
    FCA verified
    Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
    131
    £150k+
    Can help with
    Pensions & retirement

  • Clinton Kennard Associates

    Poole
    FCA verified
    Mark Clinton is based in Westbourne, Bournemouth and offers pension advice to local clients approaching or in retirement.
    25
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Poole
    FCA verified
    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.
    26953
    £100k+
    Can help with
    Pensions & retirement

  • WH Ireland Wealth Management

    Poole
    FCA verified
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    277
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Poole
    FCA verified
    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.
    26953
    £100k+
    Can help with
    Pensions & retirement

  • Matthew Winchester -Pocock Rutherford & Co

    Poole
    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.
    101
    £50k+
    Can help with
    Pensions & retirement

  • Andrew Sexton at Premier Financial Planning

    Poole
    FCA verified
    I am an independent financial adviser working in and around the Bournemouth and Dorset area. I provide advice on all areas of finance, specialising in pension, investment and protection.
    Recently added
    £100k+
    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.