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

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  • 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.
    12
    £0+
    Can help with
    Pensions & retirement

  • Hymans Robertson Personal Wealth

    Beaminster
    FCA verified
    93
    £100k+
    Can help with
    Pensions & retirement

  • Neligan Financial Ltd

    Axminster
    FCA verified
    "I feel reassured that I've worked with someone who has taken the time to really get to know my aspirations for the future and has considered all the options open to me at this point in my life, and how best to ensure I am secure for the future."
    67
    £150k+
    Can help with
    Pensions & retirement
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  • William Highbourne Wealth Management

    Axminster
    FCA verified
    We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.
    368
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Chard town
    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.
    30638
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    West coker
    FCA verified
    We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    229
    £150k+
    Can help with
    Pensions & retirement

  • Advice Rooms

    Martock
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    378
    £0+
    Can help with
    Pensions & retirement

  • J Edward Sellars & Partners Ltd

    Martock
    FCA verified
    689
    £50k+
    Can help with
    Pensions & retirement

  • Old Mill

    Yeovil
    FCA verified
    Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
    14
    £250k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Yeovil
    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.
    566
    £250k+
    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.