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

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  • Continuum (Financial Services) LLP

    Bransgore
    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.
    189
    £150k+
    Can help with
    Pensions & retirement

  • My Pension Expert

    Burton
    FCA verified
    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
    153
    £0+
    Can help with
    Pensions & retirement

  • Clinton Kennard Associates

    Christchurch
    FCA verified
    Mark Clinton is based in Westbourne, Bournemouth and offers pension advice to local clients approaching or in retirement.
    28
    £50k+
    Can help with
    Pensions & retirement
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  • Fairstone Group

    Christchurch
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11570
    £0+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Rutherford & Co

    Christchurch
    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.
    425
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Christchurch
    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.
    30115
    £100k+
    Can help with
    Pensions & retirement

  • PFM Associates Limited

    Christchurch
    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

  • Andrew Sexton at Premier Financial Planning

    Christchurch
    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

  • 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.
    530
    £250k+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Rutherford & Co

    Bournemouth
    FCA verified
    Hi my name is Matthew Dudley, I’m a local financial adviser based in Bournemouth, 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.
    425
    £100k+
    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.