Top 20 Independent Financial Advisers in Weymouth

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  • Holt Financial Services Ltd

    Weymouth
    We pride ourselves on offering a friendly, personable service that puts our client’s needs at the heart of our business.
    23
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Money Matters FS Ltd

    Weymouth
    We are the friendly financial experts and our clients keep coming back so try us and see for yourself.
    26
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Greg Charlton - True Potential Wealth Management

    Weymouth
    I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
    10
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    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.