A comprehensive list of Dorset based financial consultants and advisers offering pension, mortgage, insurance, tax and financial planning & management financial advice services. Read unbiased reviews of local IFAs. 
We are an Independent Financial Adviser based near Poole in Dorset. We have highly experienced team that provides holistic financial planning and Wealth Management services to personal and corporate clients throughout Dorset and South Hampshire. We act with trust and integrity, and our independent status means that we access the full range of regulated financial products and services currently available
Mike Watson — Chris & the Apex CB team have provided help & financial advice to myself For many years. Always polite & courteous & nothing
Baker Davies Limited is a firm of Independent Financial Advisers (IFA's) created originally alongside a firm of Accountants and now work on referrals from both Accountants and Solicitors, as well as Stockbrokers, other professionals and existing clients. Baker Davies offer a highly professional, unbiased and caring service to our clients.
Ma Adams — Baker Davies, and Emma in particular, is very knowledgeable, professional and approachable. Nothing is too much trouble.
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial adviser and you. With nearly 6 million clients, we (and our affiliates) believe that building long-term relationships is key to serving their needs.
Dan M. — We have been with Scott for about 2 1/2 years now. Scott does an excellent job at explaining the options and the potential
An experienced, knowledgable and friendly team, here to help you achieve your Ideal Financial Solution. Provide impartial, knowledgeable and unbiased advice, providing you with the facts you need to make informed decisions to secure your financial future. Buying your first home, re-mortgaging, a new purchase and protection when you need it most.
Damon Green — Marcus has always been professional and well informed helping me to review and maintain a good control over personal finance
Many people talk to you about financial services - banks, building societies, insurance companies, even supermarkets - all trying to sell their products. So who do you listen to? The answer is Burgess & Lee, truly independent Financial Advisors, with no 'axe to grind' or products to 'push'.
Jon Maloney — We recently used the services of Jack Baker for our mortgage and I cant recommend him to anyone enough. As we were first
Tom French & Associates are a specialist West Country firm with a team of over 50 independent advisers. If you are looking for financial advice for yourself, your family or your business then we have the professional that can help.
Kath Jones — Very helpful to be able to meet face to face. My options explained.
Kingsworld have been providing Independent Financial Advice for over twenty five years, and now provide advice to thousands of people all over the world. The following comments summarise our services, but should you have any query on personal financial arrangements that is not covered on this or the more detailed information available, then please complete the query form and we will respond as soon
Neon Mars — Ended up here because I too almost got scammed and realized it when I got the Venmo email. This was the address given to
We pride ourselves on our level of understanding of clients needs, and ensuring we help our clients to achieve their objectives and ambitions. Synergie Financial is a well established and local firm of Independent Financial Advisers with offices in Weston-super-Mare, Gillingham, Dorset and Bath. However you picture it, financial independence requires financial planning.
Wessex Investment Management Limited's Consultants will provide clarity and insight to your financial affairs and work in partnership with you to achieve your financial goals. We are independent financial advisers, which means our duty is solely to you - our client. Our aim is to 'make sense of money' so that together, we can identify your financial goals, identify how best to achieve them and put
We are an experienced team of financial advisers providing financial advice to individuals and businesses in Dorset and the local area. We are committed to putting clients at the heart of everything that we do and to providing the best possible service. If you have any questions, would like to know more about us, or if you would like to book an appointment, please get in touch.