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

I need advice on
Total assets
My postcode
First meeting is free

  • Pennywise

    Weymouth
    FCA verified
    < 10
    £0+
    Can help with
    Business

  • Hartsfield Financial Services

    Weymouth
    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.
    1385
    £150k+
    Can help with
    Pensions & retirement

  • Holt Financial Services Ltd

    Weymouth
    FCA verified
    We pride ourselves on offering a friendly, personable service that puts our client’s needs at the heart of our business.
    40
    £50k+
    Can help with
    Pensions & retirement
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  • Money Matters FS Ltd

    Weymouth
    FCA verified
    We are the friendly financial experts and our clients keep coming back so try us and see for yourself.
    30
    £0+
    Can help with
    Pensions & retirement

  • Owen Matthews Associates Ltd

    Weymouth
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Merit Financial Services Limited

    Weymouth
    FCA verified
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Matthew Winchester -Pocock Rutherford & Co

    Weymouth
    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.
    101
    £50k+
    Can help with
    Pensions & retirement

  • Purbeck Financial Services

    Broadmayne
    FCA verified
    I have over 25 years experience in financial services with an MBA from Bournemouth University
    < 10
    £0+
    Can help with
    Financial planning

  • Michelle Lambell - The Minster Partnership

    Dorchester
    FCA verified
    Experienced Chartered Financial Planner with a demonstrated history of working with pensions and investments, with an emphasis on providing advice to women.
    16
    £50k+
    Can help with
    Pensions & retirement

  • Seb Powles - Invest Southwest

    Dorchester
    FCA verified
    Independent Financial Adviser with almost 20 years experience.I hold the Diploma in Personal Financial Planning and give friendly professional advice.
    < 10
    £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.

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.