Top 10 Independent (IFAs) & Restricted Financial Advisers in Wareham Town
Matthew Winchester -Pocock Rutherford & Co
Wareham townHi 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.
Clients
helped135Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentStrategic Solutions Chartered Financial Planners
Wareham townStrategic Solutions is a Chartered Firm of independent financial advisers providing straightforward advice making complex decisions easy to understand.
Clients
helped< 10Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentFlying Colours Advice
Wareham st martinFlying 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.
Clients
helped18713Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.- Clients
helped109Minimum
wealth£0+Pensions & retirementJInitial consultation free FCA verified Independent AHR Private Clients
Lytchett matraversAHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped269Minimum
wealth£250k+Pensions & retirementLInitial consultation free FCA verified IndependentFive Financial Wealth Management
Lytchett matraversAt 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.
Clients
helped199Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentContinuum (Financial Services) LLP
Lytchett matraversYour 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.
Clients
helped204Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentPFM Associates Limited
PooleChartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
Clients
helped158Minimum
wealth£150k+Pensions & retirement+6Initial consultation free FCA verified IndependentThe Private Office
PooleIndependent, 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.
Clients
helped32057Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentClinton Kennard Associates
PooleMark Clinton is based in Westbourne, Bournemouth and offers pension advice to local clients approaching or in retirement.
Clients
helped32Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Restricted
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.