Top 10 Independent (IFAs) & Restricted Financial Advisers in Worth Matravers

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  • Unique Financial

    Wareham town
    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 Winchester -Pocock Sanders

    Wareham town
    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

  • Strategic Solutions Chartered Financial Planners

    Wareham town
    FCA verified
    Strategic Solutions is a Chartered Firm of independent financial advisers providing straightforward advice making complex decisions easy to understand.
    < 10
    £100k+
    Can help with
    Pensions & retirement
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  • PFM Associates Limited

    Poole
    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.
    166
    £150k+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Sanders Ltd.

    Poole
    FCA verified
    I'm an Independent Financial Adviser who help families and business owners, grow, protect and pass on their wealth with bespoke financial planning, tailored to your needs. I’m based in Dorset and my initial consultation is free of charge.
    506
    £100k+
    Can help with
    Pensions & retirement

  • Christian Farah - Quilter Financial Advisers

    Poole
    FCA verified
    I am an award winning financial adviser with a genuine passion for helping people like you achieve their financial goals. I believe in clear, jargon-free advice that’s easy to understand, so you can make confident decisions about your future.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Matthew Dudley - Pocock Sanders Ltd.

    Lytchett minster and upton
    FCA verified
    I'm an Independent Financial Adviser who help families and business owners, grow, protect and pass on their wealth with bespoke financial planning, tailored to your needs. I’m based in Dorset and my initial consultation is free of charge.
    506
    £100k+
    Can help with
    Pensions & retirement

  • Clinton Kennard Associates

    Poole
    FCA verified
    Mark Clinton is based in Bournemouth and is passionate about helping clients navigate their way both up to, and beyond retirement.
    40
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Poole
    FCA verified
    Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
    34333
    £100k+
    Can help with
    Pensions & retirement

  • Walker Wealth Management Limited

    Lytchett minster and upton
    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

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.