Top 10 Independent (IFAs) & Restricted Financial Advisers in West Parley

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  • Matthew Winchester -Pocock Rutherford & Co

    West parley
    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
    £0+
    Can help with
    Financial planning
  • 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
  • True Potential

    Ferndown town
    FCA verified
    Offering a professional,individual, face-to-face service from a local financial adviser with over 20 years industry experience.
    36
    £50k+
    Can help with
    Pensions & retirement
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  • Atkins Bland Limited

    Ferndown town
    FCA verified
    We stand for independent thinking rather than following the crowd.
    91
    £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.
    26560
    £100k+
    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
  • Five Financial Wealth Management

    Bournemouth
    FCA verified
    At Five Financial Wealth Management we understand that your financial objectives are as individual as you are. We want to help you achieve your financial goals and plan for your future. We are independent and look to save you time and money.
    179
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Bournemouth
    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
  • Tony Columbine True Potential Wealth Management

    Bournemouth
    FCA verified
    Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.
    587
    £50k+
    Can help with
    Pensions & retirement
  • Mather and Murray Financial

    Bournemouth
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2202
    £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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