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

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Total assets
My postcode
First meeting is free

  • 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
    84
    £100k+
    Can help with
    Pensions & retirement

  • Blueberry Wealth Limited

    Dorchester
    FCA verified
    I pride myself in offering a professional personal service to all my clients
    151
    £0+
    Can help with
    Pensions & retirement
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  • Matthew Winchester -Pocock Rutherford & Co

    Dorchester
    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.
    126
    £50k+
    Can help with
    Pensions & retirement

  • Matthew Winchester -Pocock Rutherford & Co

    Weymouth
    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.
    126
    £50k+
    Can help with
    Pensions & retirement

  • Wilcox Young Partnership

    Dorchester
    FCA verified
    Bespoke, expert advice at a reasonable cost
    104
    £0+
    Can help with
    Pensions & retirement

  • OW Financial Planning

    Dorchester
    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

  • Money Matters FS Ltd

    Weymouth
    FCA verified
    We are the friendly financial experts and our clients keep coming back so try us and see for yourself.
    30
    £0+
    Can help with
    Pensions & retirement

  • Bright Future Financial

    Lyme regis
    FCA verified
    Independent Financial Adviser and Chartered Financial Planner offering wealth management, investments, pensions and retirement planning advice and estate planning services.
    29
    £250k+
    Can help with
    Pensions & retirement

  • 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.
    351
    £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.