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Find the Best Financial Advisers in Ferndown

Browse financial advisers serving Ferndown, from specialists in personal financial planning to advisers supporting business owners. Review their advice services and client feedback, then contact suitable professionals about your financial goals and consultations.
5 reviews
Choice Financial Solutions
Romsey, SO51 (21.0 mi mi)
22 Years
5 reviews
Choice Financial Solutions provides independent financial planning advice in Southampton. Our experienced team specialises in retirement planning, investment management, and financial protection services. We build long-term client relationships through transparent communication and tailored solutions that adapt to changing circumstances.
Investment Planning Pension Reviews Financial Protection
Excellent service Friendly professionals Prompt responses
023 8063 3636 Call Profile
23 reviews
Apex CB Financial Planning
Poole, BH16 (7.2 mi mi)
22 Years
23 reviews
Apex CB Financial Planning Ltd is an independent financial advisory firm based in Poole, Dorset. Specialising in personalised financial strategies, we serve individuals and businesses across Dorset and South Hampshire. Our FCA-authorised team provides holistic wealth management and pension planning solutions tailored to clients' unique life stages and financial goals.
Estate Planning Financial Planning Pension Advice
Excellent service Friendly care Highly recommend
01202 622223 Call Profile
PFM Associates
Verified
Poole, BH15 (7.2 mi)
27 Years
4 reviews
PFM Associates
Poole, BH15 (7.2 mi mi)
27 Years
4 reviews
PFM Associates provides independent, chartered financial advice to individuals and businesses throughout Poole and the South Coast. Our core services include holistic financial planning, pensions, retirement, investment, wealth management, mortgages and tax planning. Our purpose is to help clients achieve secure, sustainable financial futures through personalised, transparent strategies.
Website 01202 673456 Call Profile
Purposeful Wealth
Verified
Poole, BH15 (7.2 mi)
27 Years
5 reviews
Purposeful Wealth
Poole, BH15 (7.2 mi mi)
27 Years
5 reviews
Purposeful Wealth is an independent financial adviser based in Poole, Dorset. We tailor our expertise to individual goals, helping clients protect, grow and manage their wealth.
Website 01202 673456 Call Profile
Fee Free Mortgage Broker
Verified
Romsey, SO51 (21.0 mi)
7 Years
Not rated yet
Fee Free Mortgage Broker
Romsey, SO51 (21.0 mi mi)
7 Years
Not rated yet
As a fee-free mortgage brokerage, we receive our commission directly from lenders following successful mortgage completion rather than charging clients for our advice. We search the whole market to identify suitable financing options for different borrowing needs. Our FCA-regulated team supports homebuyers, movers and investors nationwide, including applicants with non-standard employment or complicated financial circumstances.
Website 0330 043 2428 Call Profile
5 reviews
P & P Invest
Southampton, SO14 (22.4 mi mi)
5 reviews
P & P Invest is an independent financial advisory firm based in Southampton, specialising in wealth management, pensions, and investment planning. Regulated by the Financial Conduct Authority, we provide impartial advice tailored to individual client needs. Our Chartered Financial Planner status reflects our commitment to industry excellence and ethical standards.
Wealth Management Pensions Planning Investment Advisory
023 8022 6640 Call Profile
1 review
Burgess & Lee
Bournemouth, BH5 (6.1 mi mi)
1 review
Burgess & Lee offers bespoke wealth management and financial planning services, focusing on understanding client objectives and delivering tailored strategies. We specialise in investment planning, risk assessment, and portfolio management, supported by FCA-regulated expertise. Our client-centric approach ensures long-term partnerships through regular reviews and transparent communication.
Portfolio Management Savings Retirement Planning
01202 427586 Call Profile
Not rated yet
Wilcox Young Partnership Ltd
Dorchester, DT1 (24.7 mi mi)
Not rated yet
The Wilcox Young Partnership Ltd provides comprehensive financial advisory services to individuals and businesses in Dorset and surrounding areas. Specialising in pensions, investments, and estate planning, we deliver tailored solutions through FCA-regulated, jargon-free advice. Our client-centric approach combines 35+ years of experience with transparent fee structures and ongoing support.
Financial Planning Pensions Advice Investment Management
Outstanding and creative advice Upfront and honest about fees Excellent job with pension transfer
01305 269369 Call Profile
Not rated yet
Financial Future Associates
New Milton, BH25 (11.6 mi mi)
Not rated yet
Financial Future Associates is an independent financial advisory firm specialising in retirement planning, investment strategies, and protection services. We deliver tailored financial solutions to private and corporate clients, focusing on long-term wealth management and tax efficiency. Our client-centred approach combines regulatory compliance with personalised advice to achieve individual financial goals.
Retirement Planning Investment Planning Protection Planning
Very professional Explained in layman's terms Trustworthy advice
01425 629620 Call Profile
Heritage Will Writing
Romsey, SO51 (21.0 mi)
20 Years
Not rated yet
Heritage Will Writing
Romsey, SO51 (21.0 mi mi)
20 Years
Not rated yet
Heritage Will Writing offers professional estate planning, will writing, and probate services across Hampshire. We specialise in minimising inheritance tax liabilities, protecting assets from long-term care costs, and ensuring estates are distributed according to clients' wishes. Our certified advisors provide clear, jargon-free guidance tailored to individual needs.
Will Writing Probate Services Inheritance Tax Planning
Excellent service Professional and friendly Peace of mind
023 8087 9243 Call Profile
Poole (7.2 mi) Romsey (21.0 mi) Southampton (22.4 mi) Bournemouth (6.1 mi) New Milton (11.6 mi) Salisbury (18.7 mi) Dorchester (24.7 mi) Eastleigh (26.1 mi) Winchester (28.9 mi)