Top 10 Independent (IFAs) & Restricted Financial Advisers in Swanage
Kingswood Group
PooleCustomer service is our priority, with a commitment to provide clear concise and transparent advice at all times.
Clients
helped359Minimum
wealth£100k+Pensions & retirementRInitial 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
helped164Minimum
wealth£150k+Pensions & retirement+6Initial consultation free FCA verified IndependentContinuum (Financial Services) LLP
PooleYour 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.
Clients
helped209Minimum
wealth£250k+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 Rutherford & Co
PooleHi my name is Matthew Dudley, I’m a 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.
Clients
helped485Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentChristian Farah - Quilter Financial Advisers
PooleI am an award winning financial adviser with a genuine passion for helping people like you achieve their financial goals. I believe in clear, jargon-free advice that’s easy to understand, so you can make confident decisions about your future.
ClientsRecently added
helpedMinimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedCanaccord Genuity Wealth Management (CGWM)
PooleAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentMatthew Winchester -Pocock Rutherford & Co
PooleHi 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
helped135Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentChristian Farah - Quilter Financial Advisers
BournemouthI am an award winning financial adviser with a genuine passion for helping people like you achieve their financial goals. I believe in clear, jargon-free advice that’s easy to understand, so you can make confident decisions about your future.
ClientsRecently added
helpedMinimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedQuilter Cheviot Financial Planning (South West)
PooleWe’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped132Minimum
wealth£500k+Pensions & retirementInitial consultation free FCA verified RestrictedFlying Colours Advice
PooleFlying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped18967Minimum
wealth£150k+Pensions & retirement+16Initial 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.