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

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  • 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.
    23
    £250k+
    Can help with
    Pensions & retirement

  • Woodlands Financial Planning

    Lymington and pennington
    FCA verified
    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.
    87
    £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.
    32057
    £100k+
    Can help with
    Pensions & retirement
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  • 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.
    650
    £250k+
    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.
    7334
    £50k+
    Can help with
    Pensions & retirement

  • Financial Future Associates

    New milton
    FCA verified
    For your financial future
    85
    £0+
    Can help with
    Pensions & retirement

  • Tristan Borkowski - TAB Financial Planning

    New milton
    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?'.
    19
    £0+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Rutherford & Co

    New milton
    FCA verified
    Hi 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.
    469
    £100k+
    Can help with
    Pensions & retirement

  • Richard Lent at Continuum Financial Services

    New milton
    FCA verified
    Am 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.
    61
    £0+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    New milton
    FCA verified
    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.
    389
    £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.