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

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Total assets
My postcode
First meeting is free

  • Blue Pebble Finance Ltd

    Poole
    FCA verified
    < 10
    £0+
    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

  • Lewis Investment

    Poole
    FCA verified
    Established in 1987, we have a unique proposition that has been developed to reduce risk for clients.
    < 10
    £0+
    Can help with
    Pensions & retirement
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  • Montfort

    Poole
    FCA verified
    Experts in UK & global financial planning with a specialism in cross-border solutions across pensions, investments, tax & expatriate finance.
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • Baker Davies Limited

    Poole
    FCA verified
    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.
    18
    £0+
    Can help with
    Pensions & retirement

  • Evolution Financial Management Limited

    Poole
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Wilcox Young Partnership

    Poole
    FCA verified
    16
    £0+
    Can help with
    Pensions & retirement

  • St Barts Finance Ltd

    Poole
    FCA verified
    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.
    86
    £0+
    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.
    26948
    £100k+
    Can help with
    Pensions & retirement

  • The Legal Brokerage Limited

    Poole
    FCA verified
    We are a firm of Chartered Financial Planners who take the time to build relationships with all of our clients.
    23
    £0+
    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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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.