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Top 10 Independent (IFAs) & Restricted Financial Advisers in Donhead St Mary

Find the best FCA regulated financial advisers in Donhead St Mary. Get expert help near you with pensions, investments, retirement planning and more
Donhead St Mary, Wiltshire
Evelyn Partners

Evelyn Partners

Shaftesbury
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1044
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Evelyn Partners

Evelyn Partners

Sturminster newton
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1044
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Unique Financial

Unique Financial

Sturminster newton
Initial consultation free
FCA verified
Independent
Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
Clients
helped
184
Minimum
wealth
£100k+
Meet the team
Rachael Eastment
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Matthew Winchester -Pocock Sanders

Matthew Winchester -Pocock Sanders

Sturminster newton
Initial consultation free
FCA verified
Independent
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.
Clients
helped
162
Minimum
wealth
£100k+
Meet the team
Matthew Winchester
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Corporate Solutions (Poole) Ltd

Corporate Solutions (Poole) Ltd

Blandford forum
Initial consultation free
FCA verified
Independent
Straightforward, personalised financial advice to help you make confident decisions about pensions, investments and retirement. Clear guidance, transparent fees and a focus on long -term financial wellbeing.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
James Pritchett
Can help with
Pensions & retirement
Financial planning
Savings
Business
Corporate Solutions (Poole) Ltd

Corporate Solutions (Poole) Ltd

Abbas and templecombe
Initial consultation free
FCA verified
Independent
Straightforward, personalised financial advice to help you make confident decisions about pensions, investments and retirement. Clear guidance, transparent fees and a focus on long -term financial wellbeing.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
James Pritchett
Can help with
Pensions & retirement
Financial planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Wincanton
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10557
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Evelyn Partners

Evelyn Partners

Wincanton
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1044
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Saltus Partners LLP

Saltus Partners LLP

Wincanton
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1060
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
MPI Financial Advice

MPI Financial Advice

Verwood
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8768
Minimum
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Investments
Business
Frequently Asked Questions about Financial Advisers in Donhead St Mary