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

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Total assets
My postcode
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  • Blueberry Wealth Limited

    Verwood
    FCA verified
    I pride myself in offering a professional personal service to all my clients
    126
    £0+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Verwood
    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.
    1340
    £150k+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Verwood
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4740
    £50k+
    Can help with
    Pensions & retirement
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  • PFM Associates Limited

    Ringwood
    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.
    129
    £100k+
    Can help with
    Pensions & retirement
  • Matthew Winchester -Pocock Rutherford & Co

    Ringwood
    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
  • The Private Office

    Ferndown town
    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.
    26549
    £100k+
    Can help with
    Pensions & retirement
  • Atkins Bland Limited

    Ferndown town
    FCA verified
    We stand for independent thinking rather than following the crowd.
    91
    £50k+
    Can help with
    Pensions & retirement
  • Wilcox Young Partnership

    Ferndown town
    FCA verified
    Bespoke, expert advice at a reasonable cost
    97
    £0+
    Can help with
    Pensions & retirement
  • Kingston PTM Limited

    Ferndown town
    FCA verified
    Specialists in integrated financial and tax planning for all clients but particularly for those approaching, at and in to, retirement
    < 10
    £50k+
    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.
    336
    £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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