Top 10 Independent (IFAs) & Restricted Financial Advisers in Donhead St Andrew
Hartsfield Financial Services Ltd
ShaftesburyWe’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.
Clients
helped273Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentMatthew Dudley - Pocock Rutherford & Co
ShaftesburyHi 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.
Clients
helped478Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentMatthew Winchester -Pocock Rutherford & Co
Sturminster newtonHi 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 IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Matthew Dudley - Pocock Rutherford & Co
Blandford forumHi 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.
Clients
helped478Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentOrbit Financial Planning
SalisburyI have been advising for over 20 years and I remain passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
Clients
helped134Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentQuilter Cheviot Financial Planning (South West)
SalisburyWe’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped128Minimum
wealth£500k+Pensions & retirementInitial consultation free FCA verified RestrictedMatthew Winchester -Pocock Rutherford & Co
SalisburyHi 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 IndependentHartsfield Financial Services Ltd
WarminsterWe’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.
Clients
helped273Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentHartsfield Financial Services Ltd
SalisburyWe’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.
Clients
helped273Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentBlueberry Wealth Limited
VerwoodI pride myself in offering a professional personal service to all my clients
Clients
helped164Minimum
wealth£0+Pensions & retirementRInitial consultation free FCA verified Independent
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.