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Find 5 Recommended Local Financial Advisers in Dorset

Read profiles and client feedback for 5 recommended financial advisers serving Dorset, including Poole and Bournemouth. Check the advice they offer and contact appropriate professionals to discuss your financial requirements and consultation options.
Bournemouth (2)
Poole (3)
3 reviews
St Barts Finance Ltd
17 Years
3 reviews
We are FCA-regulated and fully qualified financial advisers.
St Barts Finance offers expert mortgage, insurance, investment, and pension advice with personalised service across the UK. FCA-regulated advisers ensure your financial future is secure.
Residential Mortgages Buy to Let Mortgages Commercial Mortgages
01202 086111 Call Profile
Not rated yet
Charlwood
38 Years
Not rated yet
We have over 30 years of experience in wealth management and investment advisory.
Charlwood offers tailored wealth management, investment, and pension planning services in Bournemouth. With 30+ years of expertise, we provide impartial financial advice to secure your future.
Wealth Management Investment Advisory Pensions Planning
01202 768512 Call Profile
Not rated yet
PFM Associates
27 Years
Not rated yet
We have over 25 years of experience in independent financial planning.
PFM Associates offers expert financial planning, pensions, and retirement advice in Poole, Dorset. Trusted by clients since 1999 for tailored, ethical financial solutions.
Holistic Financial Planning Pensions Advice Retirement Strategies
01202 673456 Call Profile
Not rated yet
Blue Sky Financial Planning
Not rated yet
We are an employee-owned firm prioritising client interests above shareholder profits
Blue Sky Financial Planning offers tailored financial advisory services in Poole, Dorset. Specialising in investment management, tax planning, and wealth preservation strategies for individuals and businesses.
Comprehensive Financial Planning Investment Management Tax Planning
01202 756 560 Call Profile
Not rated yet
Lewis Investment
39 Years
Not rated yet
We offer 30+ years of independent financial advisory expertise.
Lewis Investment provides independent financial advice and investment solutions in Poole, Dorset. Specialising in pensions, retirement planning, and commercial property investments, we help clients achieve long-term financial security. Contact us for a fr
Financial Advice Investment Options Commercial Property
01202 718400 Call Profile