Top 10 Independent (IFAs) & Restricted Financial Advisers in West Parley

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  • Matthew Winchester -Pocock Rutherford & Co

    West parley
    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.
    123
    £0+
    Can help with
    Financial planning

  • Kingston PTM Limited

    Ferndown town
    FCA verified
    Specialists in integrated financial and tax planning for all clients but particularly for those approaching, at and in to, retirement
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • True Potential

    Ferndown town
    FCA verified
    Offering a professional,individual, face-to-face service from a local financial adviser with over 20 years industry experience.
    36
    £50k+
    Can help with
    Pensions & retirement
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  • Atkins Bland Limited

    Ferndown town
    FCA verified
    We stand for independent thinking rather than following the crowd.
    93
    £50k+
    Can help with
    Pensions & retirement

  • Financial Future Associates

    Ferndown town
    FCA verified
    For your financial future
    84
    £0+
    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.
    29960
    £100k+
    Can help with
    Pensions & retirement

  • Wilcox Young Partnership

    Ferndown town
    FCA verified
    Bespoke, expert advice at a reasonable cost
    103
    £0+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Bournemouth
    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.
    524
    £250k+
    Can help with
    Pensions & retirement

  • Five Financial Wealth Management

    Bournemouth
    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.
    190
    £100k+
    Can help with
    Pensions & retirement

  • Unity Wealth Management

    Bournemouth
    FCA verified
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    298
    £50k+
    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.

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.