Independent Financial Advisers in Poole

List of Poole based financial consultants and advisers offering pension, mortgage, insurance, tax and financial planning & management financial advice services.

Business Listings

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,


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.


The Legal Brokerage was established in 1999. It was developed by Solicitors and Financial Advisers who prefer commonsense to complication. Inheritance Tax Mitigation, Long Term Care Planning and Investment Management are frequent neighbours. We specialise in these disciplines and if appropriate can link our solutions. If you face a problem contact us. The options we offer can be accessed if you complete



The name Lorica refers to Roman body armour which offered strong yet flexible all round protection. As a modern independent adviser our objective is to offer an optimum balance of protection and performance for your business, with a one-stop-shop for employee benefits, risk management and insurance solutions.


Understanding the availability of loans and the best loan suitable for you can help you to Get Bridging Loans for your short term business requirements. It will serve a great purpose. I am Marchov Davis, and I have obtained Bridging Loans for funding my short-term business requirements. I was benefited from it to a great extent and you can also go for the same.


The Morphy Asset finance offers lot of financing solution like boat, aviation, construction finance etc, at very reasonable rates. We present to you a varied range of services. Our valued clientele encompasses corporations, financial institutions, high net-worth individuals, retail investors and so on. We strive hard to cater to every business� varied needs by consolidating their asset finance systems

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