Top 10 Independent (IFAs) & Restricted Financial Advisers in Burley
Tristan Borkowski - TAB Financial Planning
BurleyTristan 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?'.
Clients
helped19Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedMatthew Winchester -Pocock Rutherford & Co
RingwoodHi 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 IndependentPFM Associates Limited
RingwoodChartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
Clients
helped162Minimum
wealth£100k+Pensions & retirement+6Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Saltus Partners LLP
RingwoodOur 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.
Clients
helped668Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentContinuum (Financial Services) LLP
BransgoreYour 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
helped208Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentM&G Wealth Advice
New miltonWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped446Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedMatthew Dudley - Pocock Rutherford & Co
New miltonHi 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
helped475Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped85Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent Christian Farah - Quilter Financial Advisers
ChristchurchI 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 RestrictedRichard Lent at Continuum Financial Services
New miltonAm focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be very daunting but I aim to make this process clearer and uncomplicated.
Clients
helped62Minimum
wealth£0+Pensions & retirementInitial 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.