Top 10 Independent (IFAs) & Restricted Financial Advisers in Berwick St John

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  • Hartsfield Financial Services Ltd

    Shaftesbury
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    178
    £150k+
    Can help with
    Pensions & retirement
  • Premier Financial Planning Ltd

    Shaftesbury
    FCA verified
    Working in financial services for 27 years and specialising in investments and pensions to help clients grow their capital and enjoy retirement.
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • Matthew Dudley - Pocock Rutherford & Co

    Shaftesbury
    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.
    416
    £50k+
    Can help with
    Pensions & retirement
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  • Richard Walker-Gunns

    Tisbury
    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.
    120
    £100k+
    Can help with
    Pensions & retirement
  • Jacqueline Wilson - Sandringham

    Motcombe
    FCA verified
    Helping you achieve your goals is what drives me as a Sandringham advising Partner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.
    44
    £100k+
    Can help with
    Financial planning
  • 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.
    416
    £50k+
    Can help with
    Pensions & retirement
  • Matthew Winchester -Pocock Rutherford & Co

    Sturminster newton
    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.
    123
    £50k+
    Can help with
    Pensions & retirement
  • Blueberry Wealth Limited

    Verwood
    FCA verified
    I pride myself in offering a professional personal service to all my clients
    147
    £0+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Verwood
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    191
    £250k+
    Can help with
    Pensions & retirement
  • Continuum (Financial Services) LLP

    Verwood
    FCA verified
    Your financial future - are you looking for help to make things more certain for yourself and your family? I'm here to save you time and get your money working for you, minimising your financial risks and shortfalls.
    185
    £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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