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Find the 7 Best Financial Advisers in Dorset

Browse 7 financial advisers serving Dorset, including Poole, Bournemouth and Dorchester, for personal and business financial planning. Review pensions, investment and retirement advice, read client feedback and contact suitable advisers about consultations.
Bournemouth (2)
Dorchester (1)
Poole (4)
Purposeful Wealth
Verified
27 Years
5 reviews
Purposeful Wealth
27 Years
5 reviews
Independent, whole-of-market financial advice tailored to your goals
Purposeful Wealth is an independent financial adviser and Chartered Financial Planner based at Quay House in Poole, Dorset. It provides holistic financial planning, pension and retirement advice, investment...
Website 01202 673456 Call Profile
PFM Associates
Verified
27 Years
4 reviews
PFM Associates
27 Years
4 reviews
We have over 25 years of independent financial expertise.
With over 25 years of chartered expertise across Dorset and the South Coast, we deliver personalised, holistic financial planning for your future.
Website 01202 673456 Call Profile
23 reviews
Apex CB Financial Planning
22 Years
23 reviews
FCA-regulated financial experts with 20+ years combined experience
Dorset's leading independent financial advisers offering tailored wealth management, pension planning and tax-efficient strategies. FCA-regulated experts serving Poole, Bournemouth and Dorset since 2005.
Estate Planning Financial Planning Pension Advice
01202 622223 Call Profile
12 reviews
Baker Davies Ltd
27 Years
12 reviews
We implement a holistic approach to financial planning with FCA-regulated oversight
Baker Davies offers tailored financial planning and advisory services in Poole. Specialising in pensions, investments, and wealth protection, our FCA-regulated team delivers objective, client-focused solutions.
Financial Planning Investment Strategies Retirement Planning
01202 716455 Call Profile
6 reviews
Ideal Financial Solutions
12 Years
6 reviews
We are fully authorised and regulated by the Financial Conduct Authority
Trusted financial advisers in Wimborne offering tailored investment, pension, mortgage, and equity release solutions to secure your financial future.
Investments Pensions Equity Release
01202 916488 Call Profile
1 review
Burgess & Lee
1 review
We focus on understanding your unique financial objectives through detailed consultations.
Burgess & Lee provides tailored wealth management and financial planning services in Bournemouth, focusing on long-term client relationships and expert guidance.
Portfolio Management Savings Retirement Planning
01202 427586 Call Profile
Not rated yet
Wilcox Young Partnership Ltd
Not rated yet
Over 35 years of experience in tailored financial advisory services
Trusted financial advisers in Dorchester offering tailored financial planning, pensions, and investment advice to individuals and businesses. FCA-regulated with 35+ years of experience.
Financial Planning Pensions Advice Investment Management
01305 269369 Call Profile