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Explore Financial Advisers Serving Dorset

Review the services of 27 financial advisers in Dorset, including Bournemouth, Poole and Christchurch. Whether you need pension advice, investment planning or ongoing financial guidance, look for relevant professionals and enquire about consultations and fees.
Blandford Forum (1)
Bournemouth (9)
Bridport (1)
Christchurch (2)
Dorchester (1)
Ferndown (2)
Lyme Regis (1)
Poole (8)
Shaftesbury (1)
Sherborne (1)
7 reviews
St Barts Finance
17 Years
7 reviews
We offer FCA-regulated financial advice from experienced professionals
Trusted financial advisory services in Ferndown. St Barts Finance offers expert mortgage, insurance, investment, and pension advice with a personal touch. FCA-regulated specialists serving clients nationwide.
Residential Mortgages Buy to Let Mortgages Commercial Mortgages
01202 086111 Call Profile
6 reviews
Wessex Financial Planning
22 Years
6 reviews
We provide FCA-regulated independent financial advice with over 20 years of industry experience
Expert financial planning services in Donhead St Mary, specialising in retirement strategies, inheritance tax planning, and investment management. FCA-regulated advice for long-term financial security.
Savings Planning Inheritance Tax Advice Retirement Strategies
01747 828264 Call Profile
5 reviews
Apex CB
5 reviews
We offer personalised financial planning with a whole-of-market approach
Apex CB offers independent financial planning services in Poole, Dorset. Specialising in retirement, business, and armed forces financial advice. Regulated by FCA. Personalised solutions for your financial future.
Financial Planning Retirement Advice Mortgage Advice
01202 622223 Call Profile
5 reviews
Strategic Solutions Financial Services
5 reviews
We are a Chartered Financial Planning firm with multiple industry awards, demonstrating our commitment to excellence.
Award-winning Chartered Financial Advisers in Bournemouth offering tailored financial planning services to help clients achieve long-term security through expert pension, retirement, and investment advice.
Financial Planning Retirement Planning Pension Transfers
01202 769890 Call Profile
1 review
Equity Release Bournemouth
1 review
We offer independent equity release advice tailored to individual circumstances
Professional equity release advice in Bournemouth, Dorset. Helping homeowners access funds for debt repayment, family support, home improvements, and more.
Equity Release Advice Lifetime Mortgages Debt Repayment Planning
01202 974639 Call Profile
3 reviews
Farley & Thompson
50+ Years
3 reviews
Established heritage since 1938 with a focus on client relationships.
Farley & Thompson offers expert discretionary portfolio management, financial advice, and investment solutions tailored to client needs since 1938. FCA-regulated and based in Bournemouth.
Discretionary Portfolio Management Advisory Portfolio Management Custody Plus
01202 295000 Call Profile
Not rated yet
Chase Buckingham
24 Years
Not rated yet
We offer 20+ years of experience in independent financial planning.
Chase Buckingham provides independent financial planning services in Wimborne, Dorset. Specialising in investment, retirement, and protection strategies, we offer tailored solutions for individuals and businesses across the UK.
Investment Planning Retirement Planning Protection Policies
01202 848123 Call Profile
Not rated yet
MFP Wealth Management
11 Years
Not rated yet
We have over 25 years of experience in retirement planning and pensions.
Specialist retirement planning and wealth management services in Christchurch. Chartered Financial Planners with 25+ years' experience helping clients secure their financial future.
Retirement Planning Pension Advice Investment Management
01425 279212 Call Profile
Not rated yet
Grove Wealth Management
Not rated yet
We build long-term relationships to understand your unique financial needs.
Expert wealth management services in Chandlers Ford. Specialising in investment planning, retirement solutions, and financial advice for individuals and businesses.
Investment Management Retirement Planning Protection Planning
01202 474411 Call Profile
Not rated yet
F P Wealth Management
Not rated yet
We offer 30+ years of experience in bespoke financial planning
Discover tailored financial solutions from F P Wealth Management, Wimborne's trusted advisers. Specialising in investment management, tax planning, and retirement strategies since 1994.
Financial Planning Investment Management Tax Planning
01202 881538 Call Profile