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

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  • Tristan Borkowski - TAB Financial Planning

    Beaulieu
    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

  • Blacktower Financial Management

    Hythe and dibden
    FCA verified
    We have celebrated more than 30 successful years supporting clients with their finances.
    161
    £50k+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Rutherford & Co

    Hythe and dibden
    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
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  • Tristan Borkowski - TAB Financial Planning

    Marchwood
    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

  • The Private Office

    Lymington and pennington
    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.
    30114
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Lymington and pennington
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6288
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Lymington and pennington
    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

  • Grosvenor Birch Limited

    Lymington and pennington
    FCA verified
    We’re a family of Chartered Financial Planners helping people in the South achieve their goals since 2001. Proud to be a female lead firm, with experience to deal with complex planning issues.
    22
    £250k+
    Can help with
    Pensions & retirement

  • Radcliffe & Company (Life & Pensions) Limited

    Southampton
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Matthew Winchester -Pocock Rutherford & Co

    Hound
    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.
    124
    £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.

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