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Which Financial Adviser Should You Choose in Dorset?

Review 18 financial advisers across Dorset, including Bournemouth, Poole and Sherborne, and find out what each professional offers. Consider client feedback and business details, then shortlist advisers who provide the type of financial guidance you need.
Blandford Forum (1)
Bournemouth (5)
Bridport (1)
Broadstone (1)
Christchurch (1)
Gillingham (1)
Lyme Regis (1)
Poole (5)
Sherborne (2)
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Baggette + Co
40 Years
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We have over 35 years of experience in UK financial planning
Trusted independent financial advisers in Poole since 1986, offering tailored financial planning, retirement strategies, and sustainable investment solutions for clients across the UK.
Financial Planning Sustainable Investments Mortgages
01202 676983 Call Profile
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Heritage Investments
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We hold Chartered status from the Chartered Insurance Institute (CII), ensuring the highest professional standards.
Heritage Investments provides tailored financial planning services in Christchurch, specialising in pensions, tax mitigation, and retirement strategies. Chartered status guarantees professional excellence and client-focused advice.
Pension Advice Tax Mitigation Planning Investment Advice
01202 332334 Call Profile
Not rated yet
Lifetime Connections
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We offer tailored financial advice to individuals and businesses
Lifetime Connections offers expert financial planning services in Poole, Dorset. Specialising in investment, retirement, and protection planning for individuals and businesses.
Investment Management Retirement Planning Protection Planning
01202 632296 Call Profile
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Premier Financial Planning
17 Years
Not rated yet
We are regulated by the Financial Conduct Authority for professional accountability
Independent financial advisers in Taunton offering expert mortgage, pension, and investment advice. Regulated by the FCA, serving clients across the South of England since 2009.
Mortgages Protection Pension Options
01722 717427 Call Profile
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Fort Financial Planning
21 Years
Not rated yet
We offer over 20 years of experience in financial planning
Trusted financial advisers in Sherborne offering bespoke wealth management, tax planning, and retirement strategies to secure your financial future.
Financial Planning Investment Management Tax Planning
01935 813322 Call Profile
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Chris Bibb IFA
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We provide impartial, whole-of-market financial advice tailored to individual needs
Independent financial advisers in Bournemouth offering expert pensions, investments, and retirement planning. Chartered Financial Planners with 30+ years' experience delivering impartial advice.
Pensions Planning Investment Management Mortgage Advice
01202 855718 Call Profile
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Mel Luter
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We offer 30+ years of experience in financial services with Chartered accreditation.
Expert financial advice tailored to your needs. Mel Luter, a Chartered Financial Planner, offers investment management and wealth planning services across Dorset and the South Coast.
Investment Management Retirement Planning Protection Planning
01202 388480 Call Profile
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MFP Wealth Management
11 Years
Not rated yet
We have over 25 years of experience in retirement planning and pension advice.
MFP Wealth Management offers tailored retirement planning and pension advice in Christchurch, ensuring secure financial futures through expert guidance and personalised strategies.
Retirement Planning Pension Advice Investment Management
01425 279212 Call Profile
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Bright Future Financial
28 Years
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We offer 25+ years of experience in financial planning and wealth management.
Bright Future Financial offers expert financial planning and wealth management services in Exeter, East Devon, and surrounding areas. Chartered and regulated by the FCA, we provide tailored investment and retirement solutions.
Financial planning Investments Pensions and retirement
01297 642048 Call Profile
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4 Shires Asset Management
15 Years
Not rated yet
We have over 20 years of experience in global equity and bond markets.
4 Shires Asset Management offers tailored investment and pension solutions in Gillingham, Dorset. Specialising in discretionary portfolios, SIPPs, and tax-efficient planning, we deliver institutional-quality advice with personal service.
Discretionary Portfolio Management Personal Pension Management Corporate Pension Management
01747 824600 Call Profile