Money Matters: Discover the Best Financial Advisers in Dorset

Baggette & Company Wealth Management Limited is a leading financial advisory firm providing independent financial advice and guidance to individuals and families. They offer a range of services including financial planning, sustainable investments, mortgages, and life insurance. With a team of experienced and highly qualified advisers, they aim to deliver excellent client outcomes and help clients achieve their financial goals. They are committed to sustainability and community involvement, and offer transparent fees to all clients.

Heritage Investments is a Chartered firm of Financial Planners and Independent Financial Advisers, established in 2010, providing a range of financial services to suit every need. Our team of experts offers investment advice, inheritance tax planning, pension advice, and long-term care planning, among other services. We pride ourselves on building long-term trusted partnerships with our clients, providing a high level of professionalism, transparency, and quality. Our goal is to deliver results to stand the test of time, protecting our clients' assets and helping them achieve their financial objectives.

Savvy Financial Planning is an independent financial advisory firm that provides expert advice on investments, pensions, long-term care, and inheritance tax planning to individuals and charities. We help our clients make informed decisions about their financial futures, ensuring they achieve their goals and avoid costly mistakes.

The Chatsworth Practice is a family-run business providing expert independent financial advice on pensions, investments, mortgages, and insurance. Our experienced team offers bespoke financial solutions, tailored to individual circumstances and goals. With over 20 years of experience, we have built long-standing relationships with our clients, often serving multiple generations of the same family. Our services include pension reviews, investment advice, mortgage guidance, and insurance planning, all designed to help you achieve your financial objectives.

Money Matters Financial Solutions Ltd is a family-run business providing independent financial advice and guidance on mortgages, pensions, investments, equity release, and protection. We have over 50 years of combined experience and offer a personalized service to our clients. Our team has a range of qualifications and specialisms, including pensions and investments. We pride ourselves on being independent, meaning we can access deals across the whole of the mortgage market, and we use state-of-the-art software to find the best deals for our clients. We also search the whole market for insurance and protection products. Our clients benefit from our expert knowledge of mortgage lenders and their criteria, and our commitment to putting our clients first.

Gillinghams Independent Financial Advisers Limited is a well-established firm with many years' experience in Financial Planning. We offer advice on investments, care planning, retirement, and protection, providing a high-quality, personal service that specialises in planning, structuring, and managing financial needs. Our goal is to build a long-lasting relationship with our clients based on trust and underpinned by financial advice tailored to their specific needs. We understand that everyone's financial needs are different, and we strive to deliver exceptional results for our clients.

Atkins Bland is a medium-sized independent financial adviser firm specialised in providing fully independent and highly personalised financial advice, offering ongoing investment, pension, and tax planning services to clients nationwide from their base in Ferndown, Dorset. With a team of 33 staff, including 7 qualified advisers, they provide a unique blend of personal service and professionalism. Their mission is to help clients achieve their financial goals and aspirations, standing for independent thinking, professionalism, and personal service.

Abacus Financial Options are well-established independent financial advisers with offices based in Ferndown near Bournemouth. Our team of friendly and knowledgeable advisers cover much of Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall and beyond, delivering comprehensive financial information and financial advice to our valued clients. As independent financial advisers, we are able to look at the whole of the market, working with our clients to deliver personalized solutions and help them meet their financial goals.

Main Financial Solutions is an independent financial advisory firm based in Bournemouth, Dorset. We provide bespoke financial planning, focusing on our clients' future goals and aspirations. Our expertise includes mortgages, pensions, protection, savings, investments, taxation, and trusts. We work hard to help our clients understand their finances and make informed decisions about their financial future. At Main Financial Solutions, our goal is to empower our clients to achieve their financial objectives, providing them with a sense of confidence and control.

At Wilcox Young Partnership, we pride ourselves on providing a co-ordinated approach to financial services, tailored to meet the individual needs of our clients. With over 35 years of experience, our team of expert financial advisers provides advice on a wide range of products and services, working closely with solicitors and accountants to deliver a highly personal service. Our aim is to help individuals and businesses achieve their financial goals, by developing a practical plan designed to meet those objectives.