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

I need advice on
Total assets
My postcode
First meeting is free
  • Blueberry Wealth Limited

    Verwood
    FCA verified
    I pride myself in offering a professional personal service to all my clients
    151
    £0+
    Can help with
    Pensions & retirement
  • Andrew Sexton at Premier Financial Planning

    Verwood
    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
  • Canaccord Genuity Wealth Management (CGWM)

    Verwood
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    377
    £250k+
    Can help with
    Pensions & retirement
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  • Tristan Borkowski - TAB Financial Planning

    Verwood
    FCA verified
    Tristan gives his clients the peace of mind needed and confidence in their financial future through the transitions of life by answering the important questions such as 'Will I be OK?' and 'Will my family be OK?'.
    Recently added
    £0+
    Can help with
    Pensions & retirement
  • Continuum (Financial Services) LLP

    Verwood
    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
  • Saltus Partners LLP

    Ringwood
    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
  • PFM Associates Limited

    Ringwood
    FCA verified
    Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
    144
    £100k+
    Can help with
    Pensions & retirement
  • Matthew Winchester -Pocock Rutherford & Co

    Ringwood
    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
  • The Private Office

    Ferndown town
    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.
    30296
    £100k+
    Can help with
    Pensions & retirement
  • Financial Future Associates

    Ferndown town
    FCA verified
    For your financial future
    84
    £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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