Browse the Top 14 Financial Advisers Serving Dorset

See what 14 financial advisers serving Dorset, including Bournemouth, Poole and Blandford Forum, offer for pension planning, investment advice and financial protection. Read client feedback, explore adviser profiles and contact professionals suited to your needs.
Chartered Financial Planners with 35+ years' industry experience
Independent financial planning specialists in Poole offering tailored investment strategies, retirement planning, and mortgage advice. Chartered status, transparent fees, and client-first approach since 1986.
Financial Planning Sustainable Investments Mortgages
We hold Chartered status, demonstrating commitment to the highest industry standards.
Heritage Investments offers tailored financial planning services in Dorset, including pensions, tax mitigation, and retirement advice. Chartered status and FCA-regulated expertise ensure trusted, independent guidance.
Pension Advice Tax Mitigation Planning Investment Management
We are FCA-authorised financial advisers with specialist qualifications in later life planning
Independent financial advisers in Dorset offering specialist retirement planning, investment management, and estate planning services. FCA regulated with expertise in pensions and inheritance tax solutions.
Retirement Planning Estate Planning Wealth Management
Not rated yet
The Chatsworth Practice
20 Years
Not rated yet
We offer 20+ years of experience in independent financial advice
Independent financial advice in Bournemouth from The Chatsworth Practice. Specialising in pensions, investments, mortgages, and insurance for clients across Dorset, Hampshire, and Surrey.
Pension Advice Investment Advice Mortgage Advice
We have over 30 years of financial advisory experience
Trusted financial advisers in Weymouth offering pensions, mortgages, investments, and equity release with over 30 years of experience.
Pension planning Mortgage advice Equity release
We have 12+ years of experience in independent financial advice
Trusted independent financial advisers in Bridport offering tailored wealth management, retirement planning, and investment solutions. FCA-regulated services with 12+ years of expertise.
Wealth Management Investment Advice Family Protection
Not rated yet
Abacus Financial Options
14 Years
Not rated yet
We offer over 10 years of experience in independent financial advisory services.
Trusted independent financial advisers in Bournemouth offering expert guidance on mortgages, investments, retirement planning, and protection. Serving Dorset, Hampshire, London, and nationwide.
Mortgages Life Assurance Income Protection
We hold CeMap and DipFA qualifications, ensuring expert financial advice.
Independent financial planning in Bournemouth covering pensions, investments, mortgages and more, delivered through a trusted wholeofmarket approach.
mortgages pensions protection
35+ years of coordinated financial advisory experience
Trusted independent financial advisers in Dorchester offering personalized pension, investment, and estate planning services. FCA regulated with 35+ years' experience. Free initial consultation available.
Financial Planning Pension Advice Investment Management
Not rated yet
Burgess & Lee
32 Years
Not rated yet
We are FCA-regulated financial experts with a client-centric approach
Burgess & Lee offers tailored wealth management and financial planning services in Bournemouth, focusing on long-term client relationships and expert-driven solutions.
Portfolio Management Retirement Planning Estate Planning