Top 10 Independent (IFAs) & Restricted Financial Advisers in Kimmeridge
Unique Financial
Wareham townLooking 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
helped58Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedMatthew Winchester -Pocock Sanders
Wareham townHi 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
helped142Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentStrategic Solutions Chartered Financial Planners
Wareham townStrategic Solutions is a Chartered Firm of independent financial advisers providing straightforward advice making complex decisions easy to understand.
Clients
helped< 10Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Matthew Dudley - Pocock Sanders Ltd.
Winfrith newburghI'm an Independent Financial Adviser who help families and business owners, grow, protect and pass on their wealth with bespoke financial planning, tailored to your needs. I’m based in Dorset and my initial consultation is free of charge.
Clients
helped510Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentEight Wealth Management Ltd
PooleEight Wealth Management has been providing financial advice for over 20 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
ClientsRecently added
helpedMinimum
wealth£150k+Pensions & retirementCA+7Initial consultation free FCA verified RestrictedPFM Associates Limited
PooleChartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
Clients
helped166Minimum
wealth£150k+Pensions & retirement+4Initial consultation free FCA verified IndependentEight Wealth Management Ltd
PooleEight Wealth Management has been providing financial advice for over 20 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
ClientsRecently added
helpedMinimum
wealth£150k+Pensions & retirementCA+6Initial consultation free FCA verified RestrictedMatthew Dudley - Pocock Sanders Ltd.
Lytchett minster and uptonI'm an Independent Financial Adviser who help families and business owners, grow, protect and pass on their wealth with bespoke financial planning, tailored to your needs. I’m based in Dorset and my initial consultation is free of charge.
Clients
helped510Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentWalker Wealth Management Limited
Lytchett minster and uptonWalker Wealth Management have been providing financial advice for over 11 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
ClientsRecently added
helpedMinimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedTitan Wealth International
Lytchett matraversAHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped404Minimum
wealth£250k+Pensions & retirementLInitial consultation free FCA verified Independent
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.