Top 10 Independent (IFAs) & Restricted Financial Advisers in Iwerne Minster

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  • Matthew Winchester -Pocock Sanders

    Sturminster newton
    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.
    141
    £50k+
    Can help with
    Pensions & retirement

  • Unique Financial

    Sturminster newton
    FCA verified
    Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
    52
    £100k+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Sanders Ltd.

    Blandford forum
    FCA verified
    Are you building a business, planning for retirement or growing your family wealth, and don’t have a clear plan. You want your money working harder. You want to save tax where you can. You want to know your family will be looked after, whatever happens.
    506
    £100k+
    Can help with
    Pensions & retirement
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  • Hartsfield Financial Services Ltd

    Shaftesbury
    FCA verified
    We’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.
    323
    £150k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Wimborne minster
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    13085
    £0+
    Can help with
    Pensions & retirement

  • Continuum (Financial Services) LLP

    Lytchett matravers
    FCA verified
    Your 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.
    218
    £250k+
    Can help with
    Pensions & retirement

  • Walker Wealth Management Limited

    Wimborne minster
    FCA verified
    Walker Wealth Management have been providing financial advice for over 11 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Wimborne minster
    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.
    34341
    £100k+
    Can help with
    Pensions & retirement

  • Titan Wealth International

    Lytchett matravers
    FCA verified
    AHR 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.
    389
    £250k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Wincanton
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    775
    £250k+
    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.