Top 10 Independent (IFAs) & Restricted Financial Advisers in Charlton Marshall

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  • Matthew Dudley - Pocock Rutherford & Co

    Blandford forum
    FCA verified
    Hi my name is Matthew Dudley, I’m a local financial adviser based in 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.
    429
    £100k+
    Can help with
    Pensions & retirement

  • Five Financial Wealth Management

    Lytchett matravers
    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.
    191
    £100k+
    Can help with
    Pensions & retirement

  • Continuum (Financial Services) LLP

    Lytchett matravers
    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.
    194
    £150k+
    Can help with
    Pensions & retirement
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  • Fairstone Group

    Wimborne minster
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    11607
    £0+
    Can help with
    Pensions & retirement

  • The Private Office

    Wimborne minster
    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.
    30198
    £100k+
    Can help with
    Pensions & retirement

  • OW Financial Planning

    Lytchett minster and upton
    FCA verified
    As an Independent Financial Adviser, I truly offer an impartial, independent, whole of market service. I am passionate about doing the best job for all my clients and therefore I tailor my meetings around you. Excellent service is my main focus.
    12
    £0+
    Can help with
    Pensions & retirement

  • Clinton Kennard Associates

    Broadstone
    FCA verified
    Mark Clinton is based in Westbourne, Bournemouth and offers pension advice to local clients approaching or in retirement.
    29
    £50k+
    Can help with
    Pensions & retirement

  • Chris Hamilton - Quilter Financial Advisers

    Wimborne
    FCA verified
    We offer friendly personalized financial advice in a full range of products including retirement and pensions, investments, insurances and equity release as well as trust and financial planning.
    40
    £100k+
    Can help with
    Pensions & retirement

  • Continuum (Financial Services) LLP

    Broadstone
    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.
    194
    £150k+
    Can help with
    Pensions & retirement

  • Andrew Sexton at Premier Financial Planning

    Broadstone
    FCA verified
    I am an independent financial adviser working in and around the Bournemouth and Dorset area. I provide advice on all areas of finance, specialising in pension, investment and protection.
    < 10
    £100k+
    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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