Top 10 Independent (IFAs) & Restricted Financial Advisers in West Moors

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  • Andrew Sexton at Premier Financial Planning

    Verwood
    FCA verified
    I am an independent financial adviser working in and around the Bournemouth and Dorset area. I provide advice on all areas of finance, specialising in pension, investment and protection.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Ferndown 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.
    30198
    £100k+
    Can help with
    Pensions & retirement

  • Financial Future Associates

    Ferndown town
    FCA verified
    For your financial future
    84
    £0+
    Can help with
    Pensions & retirement
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  • Atkins Bland Limited

    Ferndown town
    FCA verified
    We stand for independent thinking rather than following the crowd.
    93
    £50k+
    Can help with
    Pensions & retirement

  • Kingston PTM Limited

    Ferndown town
    FCA verified
    Specialists in integrated financial and tax planning for all clients but particularly for those approaching, at and in to, retirement
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Wilcox Young Partnership

    Ferndown town
    FCA verified
    Bespoke, expert advice at a reasonable cost
    104
    £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.
    126
    £0+
    Can help with
    Financial planning

  • Tristan Borkowski - TAB Financial Planning

    Verwood
    FCA verified
    Tristan gives his clients the peace of mind needed and confidence in their financial future through the transitions of life by answering the important questions such as 'Will I be OK?' and 'Will my family be OK?'.
    Recently added
    £0+
    Can help with
    Pensions & retirement

  • True Potential

    Ferndown town
    FCA verified
    Offering a professional,individual, face-to-face service from a local financial adviser with over 20 years industry experience.
    36
    £50k+
    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 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.
    429
    £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.