Top 10 Independent (IFAs) & Restricted Financial Advisers in Tarrant Rushton

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  • Richard Walker-Gunns

    Blandford forum
    FCA verified
    I am passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
    90
    £100k+
    Can help with
    Pensions & retirement
  • Matthew Dudley - Pocock Rutherford & Co

    Blandford forum
    FCA verified
    Hi my name is Matthew Dudley, I’m a local financial adviser based in Bournemouth, Dorset and I have been providing straight forward, easy to understand financial advice. My initial consultation is free so please reach out to see if I can help you.
    337
    £50k+
    Can help with
    Pensions & retirement
  • Matthew Winchester -Pocock Rutherford & Co

    Blandford forum
    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.
    97
    £50k+
    Can help with
    Pensions & retirement
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  • Greenfields Financial Management Limited

    Lytchett matravers
    FCA verified
    We place people before profit. Everything we do is about helping you achieve your financial and life goals. We are your Financial Partners in your financial future
    45
    £100k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Wimborne minster
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10186
    £0+
    Can help with
    Pensions & retirement
  • Greenfields Financial Management Limited

    Wimborne minster
    FCA verified
    We place people before profit. Everything we do is about helping you achieve your financial and life goals. We are your Financial Partners in your financial future
    45
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Wimborne minster
    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.
    26554
    £100k+
    Can help with
    Pensions & retirement
  • Beals Mortgage & Financial Services

    Wimborne minster
    FCA verified
    We are a Financial Services business celebrating 28 years in business. The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, our aim is to pave the way for a more secure financial future for you.
    368
    £0+
    Can help with
    Pensions & retirement
  • Matthew Dudley - Pocock Rutherford & Co

    Colehill
    FCA verified
    Hi my name is Matthew Dudley, I’m a local financial adviser based in Bournemouth, Dorset and I have been providing straight forward, easy to understand financial advice. My initial consultation is free so please reach out to see if I can help you.
    337
    £50k+
    Can help with
    Pensions & retirement
  • Chris Hamilton - Quilter Financial Advisers

    Wimborne
    FCA verified
    We offer friendly personalized financial advice in a full range of products including retirement and pensions, investments, insurances and equity release as well as trust and financial planning.
    34
    £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.

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