Top 10 Independent (IFAs) & Restricted Financial Advisers in Milfordonsea
- Our goal is to increase our clients knowledge of financial services and their financial wellbeing through offering the widest range of products and services from the whole of the market, whilst ensuring that our clients always receive sound advice.Clients78
helpedMinimum£0+
wealthPensions & retirement - 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.Clients22
helpedMinimum£250k+
wealthPensions & retirement - Not sure which adviser to pick?Answer a few questions to help us find you the perfect match.
- 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.Clients30114
helpedMinimum£100k+
wealthPensions & retirement - 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?'.ClientsRecently added
helpedMinimum£0+
wealthPensions & retirement - 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.Clients425
helpedMinimum£100k+
wealthPensions & retirement - We 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.Clients303
helpedMinimum£0+
wealthPensions & retirement - 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.Clients425
helpedMinimum£100k+
wealthPensions & 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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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.