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

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  • Matthew Dudley - Pocock Rutherford & Co

    Shaftesbury
    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.
    432
    £100k+
    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

  • 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.
    217
    £150k+
    Can help with
    Pensions & retirement
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  • 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.
    126
    £50k+
    Can help with
    Pensions & retirement

  • Richard Walker-Gunns

    Sturminster newton
    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.
    127
    £100k+
    Can help with
    Pensions & retirement

  • 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.
    432
    £100k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Wincanton
    FCA verified
    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.
    539
    £250k+
    Can help with
    Pensions & retirement

  • Premier Financial Planning Ltd

    Codford
    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

  • Hartsfield Financial Services Ltd

    Warminster
    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.
    217
    £150k+
    Can help with
    Pensions & retirement

  • Strategic Solutions Chartered Financial Planners

    Sherborne
    FCA verified
    James Oliver - Independent Financial Adviser
    67
    £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.

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