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

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  • Matthew Dudley - Pocock Rutherford & Co

    Whiteparish
    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

  • Copper-Plate IFA

    Alderbury
    FCA verified
    Our advice is based on listening to your needs and objectives and then creating with you a comprehensive financial plan
    269
    £50k+
    Can help with
    Pensions & retirement

  • Tony Tyler Financial Service Limited

    Wellow
    FCA verified
    < 10
    £0+
    Can help with
    Business
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  • The Private Office

    Downton
    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

  • Grosvenor Birch Limited

    Romsey extra
    FCA verified
    We’re a family of Chartered Financial Planners helping people in the South achieve their goals since 2001. Proud to be a female lead firm, with experience to deal with complex planning issues.
    22
    £250k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Mottisfont
    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

  • Unity Wealth Management

    Romsey
    FCA verified
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    309
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Romsey
    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

  • Tony Tyler Financial Service Limited

    Salisbury
    FCA verified
    < 10
    £0+
    Can help with
    Business

  • PFM Associates Limited

    Salisbury
    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
    £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.