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

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  • Holt Financial Services Ltd

    Dorchester
    FCA verified
    We pride ourselves on offering a friendly, personable service that puts our client’s needs at the heart of our business.
    172
    £0+
    Can help with
    Pensions & retirement

  • OW Financial Planning

    Beaminster
    FCA verified
    As an Independent Financial Adviser, I truly offer an impartial, independent, whole of market service. I am passionate about doing the best job for all my clients and therefore I tailor my meetings around you. Excellent service is my main focus.
    Recently added
    £0+
    Can help with
    Pensions & retirement

  • Matthew Winchester -Pocock Rutherford & Co

    West parley
    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.
    102
    £0+
    Can help with
    Financial planning
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  • Five Financial Wealth Management

    Bournemouth
    FCA verified
    At Five Financial Wealth Management we understand that your financial objectives are as individual as you are. We want to help you achieve your financial goals and plan for your future. We are independent and look to save you time and money.
    180
    £100k+
    Can help with
    Pensions & retirement

  • Continuum (Financial Services) LLP

    Verwood
    FCA verified
    Your 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.
    171
    £50k+
    Can help with
    Pensions & retirement

  • Kingswood Group

    Bournemouth
    FCA verified
    Customer service is our priority, with a commitment to provide clear concise and transparent advice at all times.
    292
    £100k+
    Can help with
    Pensions & retirement

  • Chris Bibb Independent Financial Advice Ltd

    Broadstone
    FCA verified
    Highly qualified, highly experienced and dedicated, diligent, award winning professionals who really enjoy helping people achieve their key financial goals
    10
    £500k+
    Can help with
    Pensions & retirement

  • Heritage Investments.

    Wimborne minster
    FCA verified
    Chartered Financial Planners that provide clients with professional and suitable advice in a way that is easy to understand.
    28
    £100k+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Rutherford & Co

    Colehill
    FCA verified
    Hi 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.
    357
    £50k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services

    Sherborne
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1389
    £150k+
    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.