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

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  • Kingswood Group

    Poole
    FCA verified
    Customer service is our priority, with a commitment to provide clear concise and transparent advice at all times.
    331
    £100k+
    Can help with
    Pensions & retirement

  • PFM Associates Limited

    Poole
    FCA verified
    Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
    144
    £150k+
    Can help with
    Pensions & retirement

  • Continuum (Financial Services) LLP

    Poole
    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.
    197
    £150k+
    Can help with
    Pensions & retirement
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  • Matthew Dudley - Pocock Rutherford & Co

    Poole
    FCA verified
    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.
    438
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Poole
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    448
    £500k+
    Can help with
    Pensions & retirement

  • Matthew Winchester -Pocock Rutherford & Co

    Poole
    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.
    129
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Poole
    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

  • Flying Colours Advice

    Poole
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18221
    £150k+
    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.
    331
    £100k+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Rutherford & Co

    Poole
    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.
    438
    £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.