Top 10 Independent (IFAs) & Restricted Financial Advisers in Sopley
Continuum (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
helped209Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentMy Pension Expert
BurtonWe’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.
Clients
helped338Minimum
wealth£0+Pensions & retirement+4Initial consultation free FCA verified IndependentClinton Kennard Associates
ChristchurchMark Clinton is based in Westbourne, Bournemouth and offers pension advice to local clients approaching or in retirement.
Clients
helped34Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Fairstone Group
ChristchurchFairstone 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.
Clients
helped12368Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentMatthew Dudley - Pocock Rutherford & Co
ChristchurchHi 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.
Clients
helped478Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
ChristchurchIndependent, 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.
Clients
helped32500Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentPFM Associates Limited
ChristchurchChartered 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 IndependentOrbit Financial Planning
RingwoodI have been advising for over 20 years and I remain passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
Clients
helped134Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentSaltus Partners LLP
BournemouthOur 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
helped676Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentMatthew Dudley - Pocock Rutherford & Co
BournemouthHi 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.
Clients
helped478Minimum
wealth£100k+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.